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Are You Better Off With A Roth?

According to Andrea Coombes of MarketWatch, many investors are worried about turning their assets into retirement income. According to her, one of the best ways to optimize retirement savings may be, at least partly, due to your retirement tax situation. Enter, the...
Avoiding Massachusetts Estate Taxes, NOT Just for the Rich

Avoiding Massachusetts Estate Taxes, NOT Just for the Rich

When you pass away, who do you want as the primary beneficary of your estate, your loved ones or the government? Estate Tax Facts Many people, as you may guess, do not want their life savings and legacy to be swallowed by estate taxes.  What most people are not...

Understanding Long Term Care Planning

Facing the enormity of long term care, whether it is the financial, healthcare, emotional or psychological issues, it is so overwhelming.  It’s needs a team effort!  With the help of family, friends and our team here at Dennis Sullivan and...

New Tax Bill: What you need to know

How does the new tax bill affect you and your family now and in the future? The new tax bill has officially been passed by Congress and signed by President Trump, what does this mean for us?  The answer to this depends on many variables discussed here. ...

Times Are Changing, So Are Tax Laws

The Tax Game Has Changed | Massachusetts Estate Planning Attorney     The Old Ways Don’t Work Anymore For years, estate planners have done what is considered traditional estate planning. They drafted plans primarily concerned with minimizing future estate...