May 1, 2020 | Estate Planning, Nursing Home Costs, retirement plans
Recently, Attorney Dennis B. Sullivan of Wellesley attended a national conference of Attorneys specializing in estate planning, elder law and disability planning in Chicago, IL. Medicaid problems were discussed. Improper Medicaid planning creates problems for...May 1, 2020 | Estate Planning, IRA, retirement plans
Taxes on IRAs and other retirement plans can create a 70 percent tax before your IRAs can reach your children or grandchildren. IRAs and other retirement plans are taxes twice, once as part of your taxable estate, and a second time...
May 1, 2020 | Estate Planning, massachusetts estate planning strategies, retirement plans, roth conversions, Tax on IRAs
With the stock and bond markets in another rollercoaster and tax rates on the upswing, many people are concerned about their retirement planning. Whether it is a Roth conversion or how to complete a beneficiary designation, we hear many questions from our...
May 1, 2020 | Elder Law, Estate Planning, Nursing Home Costs, probate, retirement plans, trusts
Are you ready to retire? At the Estate Planning and Asset Protection Law Center of Dennis Sullivan & Associates, we help individuals and families with advanced tax, retirement and estate planning to protect their life savings, reduce estate taxes and avoid...May 1, 2020 | Estate Planning, Retirement, retirement plans
Troubles in the housing market have certainly wrought havoc throughout the economy. There may be a silver lining, though, for retirees (or those planning on retiring soon) who want to buy a retirement home, especially in the popular retirement hot spots like Palm...May 1, 2020 | 401(k), Retirement, retirement plans
If you participate in a 401(k), you may be surprised to learn that your employer could actually over-ride your investment choices if they think you’re not making appropriate decisions yourself. It’s called a “re-enrollment,” and employers say they are doing it for...
