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Legacy Strategies

Wealth Is More Than Money

Leave Your Legacy Behind

Our clients often realize that when wealth passes to younger generations who don’t have the values that allowed that wealth to be created, the result is almost always destructive. Fortunately, that outcome can be avoided with careful planning. There are strategies the senior generation can implement that can actually help instill important core values in family members from the younger generation. At Dennis Sullivan & Associates, we can help develop those strategies.

What Values Do You Want to Pass to the Next Generation?

This isn’t a complete list, but these are the virtues our clients most frequently tell us are important to them.

  • Compassion
  • Determination
  • Education
  • Excellence
  • Faith
  • Generosity
  • Financial Responsibility
  • Gratitude
  • Honesty
  • Humility
  • Integrity
  • Love
  • Loyalty
  • Moderation
  • Perseverance
  • Travel
  • Work ethic
  • Self-Discipline

Solutions

We assist our clients in passing on the values that are important to them through the use of several tools and strategies:

  • The Legacy of Virtue Workshop
  • Priceless Conversations Audio Recordings
  • Written Family History
  • Family Mission Statements
  • Discretionary Trusts with Enhanced Guidance to Trustees
  • Incentive Trusts
  • Mediated Family Retreats
  • Wisdom Literature
  • Family Charitable Foundations
  • Donor Advised Funds
  • Tangible Personal Property Strategies

Your American Legacy Workshop

In this three-part workshop, the workshop leader works with participants to clarify the values that are important to them and to identify and preserve the source material in family history and tradition that can be useful in shaping a compelling story that will be engaging to younger family members. In the workshop, participants also explore a variety of strategies that can be used to effectively instill those values in younger generations in a permanent and lasting way. The workshop is offered to groups of 30 or more upon request. If you are interested in scheduling a workshop, please contact us.

Book: Your American Legacy

We have been working on this book for over a year. In this book, they describe a process that will give families a roadmap to identify and clarify the values that are important to them — things like integrity, faith, and work ethic — and then transfer those values to younger generation family members in ways that are interesting and compelling. This book is intended to be a practical handbook that will stimulate dialogue between generations and culminate in a real action plan within families. These ideas are offered in a series of workshops using the book which is now an international best seller.

Foreword and Introduction by Dennis B. Sullivan, Esq, CPA, LLM, MS Mgt

What Our Clients Experience

  • C.C. Dedham, MA

    My daughter was acquainted with Greta Atchinson, so when I had a need I naturally went to them. Both Greta and Dennis Sullivan have treated me wonderfully well! I’ve been very satisfied with the trust they did for me. Greta and Dennis were polite, caring and compassionate. They were very well prepared and helpful. I never felt rushed. I knew I needed to do something but didn’t know what. It was a great decision to go there. They were of tremendous help! Plus as a member of their Lifetime Protection Program I know they’re looking after me, plus whenever I have a question I can call them. I would absolutely recommend their services.

  • Mary McKernan, Needham, MA

    I’m extremely satisfied with the work that was done for my husband and me. Greta and the entire staff are always very helpful and nice. I’d initially found out about the Dennis Sullivan law firm when I was getting ready to retire and received a flyer from the state of Massachusetts that had various information on it. They are great people to know! We go in once a year now for a check-up that they provide. This keeps us very well informed about any developments, plus they answer all of my questions. The Sullivan group gets my highest recommendation!

  • C.B. Wellesley, MA

    We’re very pleased with the estate planning work that was done for us. My husband and I were very comfortable using their services. We originally went to one of their seminars, liked what we heard, and then came in for a consultation. I would definitely recommend going to see the people at Sullivan and Associates!

  • Mike McInerney, Framingham MA

    These people get things done! They got results in a number of different areas for me, such as estate planning, plus they’re still working with me and the state of Massachusetts in some matters involving my late wife. I first became acquainted with the Estate and Asset Protection Law Center of Dennis Sullivan & Associates a few years back. I’d seen an ad in the newspaper and went to one of Dennis’ free seminars, and then booked a consultation with him. He is very informative! Everyone there is very friendly, knowledgeable, and helpful. They are very accommodating people who get things well taken care of. I highly recommend their services!

  • J.S., Boston, MA

    I’m pleased to say they are my law firm! They’ve been very helpful to me over the years. I especially like the fact that they do a yearly check on all of my legal documents. This is a very viable service because things can change over time, and it’s good to know that I’m always current. This is very important, and I appreciate that they do this. These people do good work; they do things right!

  • H.S. Concord, MA

    Everything has gone fine. We first became familiar with the Sullivan Law Firm when we attended one of their seminars, and then made an appointment to come in for a consultation. We’ve been clients ever since. I appreciate that they continue to do a yearly review for us and advise us if we need to make any changes. As the saying goes, it’s good to have your ducks in a row! Everyone there has treated us wonderful. They are a very good group of people.

  • Noel Thyson, Winchester, MA

    I’m very satisfied with what the legal staff has done for me. Interestingly, an attorney I was using for another matter wound up recommending the Estate Planning and Asset Protection Law Center of Dennis Sullivan & Associates. I like the fact that they provide you with useful information, and quick answers. They treat you with dignity and respect. I highly recommend you go see them.

  • Matt DePalo, CPA., Natick

    The experience has been excellent. I am extremely satisfied with the Lifetime Protection Program.

  • I.C., Framingham

    The team at Dennis Sullivan & Associates is very helpful and knowledgeable. Everyone is pleasant and easy to do business with. I don't feel uncomfortable coming in. I interviewed four other attorneys...I'd rather come to you.

  • E.L., Lynn

    Thank you, Dennis, for your expert and caring assistance you have shown to me and my family. It was a trying and confusing process that needed a pro to guide us.

  • C.&J. K., Hopedale

    Thank you for all your hard work and dedication. We appreciate the promptness with which you handled our difficult situation.

  • B.S., Wayland

    We have told friends of our experience with Dennis Sullivan & Associates. We feel it has been very positive and beneficial.

  • Andy St. James, Holliston

    Dennis provided strong direction and guidance in developing and implementing a lifetime protection plan.

  • D.M. Framingham, MA

    We were very comfortable working with you and thank you for your patience in educating us about a process which frankly was quite foreign to us. We are pleased with the outcome and are pleased to recommend you to friends.

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