“My ninety-year-old great aunt is one of your lifetime protection program clients, but her nursing home won’t let me talk to her!” And with that call, Dennis Sullivan of Dennis Sullivan and Associates was on the case. Within an hour, he’d leveraged his Power of...
We work with many qualified financial planners to assist clients with comprehensive estate and financial planning. But we don’t work with everyone, and sometimes we see unscrupulous sales methods employed that take advantage of trusting clients, particularly the...
There are many reasons to consider a mid-year tax and financial review. At this time last year, income tax planning was particularly challenging. As a result of mid-December’s last-minute legislation, which renewed many already expired deductions, there is...
The definition of dementia, according to the American Heritage Dictionary of the English Language, is “deterioration of intellectual faculties, such as memory, concentration, and judgment, resulting from an organic disease or a disorder of the brain. It is sometimes...
What happens when the child becomes the parent? This is something I explain frequently to families when discussing long term care. Last month I had a conversation with Dad’s three children who came to meet with me regarding his placement in an assisted living...
How does the debate over health care reform affect you and your estate plan? In our last post we discussed the importance of keeping up with the constant changes happening in health care reform. We will continue to examine how the on-going deliberations in Washington...
