Due to Covid-19, Almost Everyone Needs a New or Improved Health, Life, Disability, & Estate Plan!
Even before March of 2020 and the Coronavirus pandemic, approximately 86% of estate, health and disability plans didn’t work when they were most needed because they were already out of date!
The pandemic dealt our citizens a 1-2 punch:
1) Many people who thought they “didn’t need” an estate plan desperately need a plan that works now.
2) People who thought they had a good estate plan finally understand their plans are out at date due to the pandemic and recent and pending changes in state and federal taxes and laws.
Discover why life, health and disability planning is more important now than ever
Yes, these are indeed challenging times! Up is down, down is up and everything in between seems jumbled up way beyond what we would have believed just a few short months ago. Its more reason to get a reasonable handle on things. Nowhere is this more so than what it has taken you a lifetime to build and accumulate.
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Yes, these are challenging times! Up is down, down is up and everything in between seems jumbled up way beyond what we would have believed just a few short months ago. Its more reason to get a reasonable handle on things. Nowhere is this more so than what it has taken you a lifetime to build and accumulate.
C19 Update: Emergency Checkup For Your Life, Health And Estate Plan
Though it may be hard not to panic when the grocery store shelves are empty, the number of confirmed cases of COVID-19 keeps rising, and we see sobering statistics across the globe … we will not overcome this challenge with a panicked response.
Reinvesting Your Wealth: 9 Ways to Use Your Tax Refund
With tax season here, many individuals are looking forward to receiving a tax refund soon. However, while it is nice to spend the extra funds on vacations and material things, reinvesting your wealth into your retirement savings, contributing to your bills, or updating important legal documents might be the more important route. Here are a few suggestions on what to do with this money:
Critical Estate Planning Considerations In The New Year
The New Year is an exciting time when we can come together with our loved ones and set our goals for the upcoming year. From healthy lifestyle changes and setting new financial goals to spending more time with family or planning for retirement, the New Year holds special meaning to each of us. As you already know, this year is special as this New Year marks not just the start of a new year, but the start of a new decade.
Feeling Good As You Are Doing Good
As a community-based legal practice, the Estate Planning & Asset Protection Law Center of Dennis
Sullivan & Associates recognizes the benefits our community receives, from the abundance of nonprofit organizations providing employment, services to programs throughout our region. For many this is our community of choice. The varied cultural organizations, high quality medical facilities, and public and private colleges/universities provide meaningful opportunities and make our lives more
What You Need To Know This Falls Prevention Awareness Day
Did you know that September 23, 2019 is Falls Prevention Awareness Day? This important day is recognized annually to raise awareness about how to prevent fall-related injuries among aging adults. As the colder months begin to arrive in Massachusetts, it is especially important to keep yourself and your loved ones safe while completing everyday tasks. To help keep you protected, let us share with you a few safety tips to know this Falls Prevention Awareness Day
The Retirement Checklist Every Baby Boomer Needs
Did you know that an income and expense retirement checklist is considered vital? This is because, typically, there are no “do-overs” when it comes to your retirement. For example, it may be difficult to regain your present income after age 50 by switching employers or to then regain the value of your collapsed portfolio.
Reminding You About Important Information We Shared In June
Did you know that elder abuse impacts millions of Americans every year, and millions more across the globe? It is a reprehensible problem, and one that is not likely to go away anytime soon. Especially as our senior populations continue to grow both in Massachusetts and across the United States, and as life-expectancy rates increase, incidents of elder abuse can only be expected to rise.
Tips for Protecting Your College Student in a New Semester Through Estate Planning
Whether your child is just beginning to receive college acceptance letters or is preparing to leave home for the upcoming semester, your child is planning ahead for his or her future. As a parent, protecting your child does not stop when he or she leaves for college. Your role in their life, however, may have changed. Once your child turns 18, he or she is considered an adult in the eyes of the law. Accordingly, your ability to help him or her with their finances or medical decisions may be limited. We know this can be a challenging and emotional time, which is why we want to share a few ways to use estate planning to protect your child when they are not with you.
What to Do About Your Single Biggest Investment?
For the overwhelming majority of people, the largest investment we’ll make in our lifetime is purchasing a home. Through the years, many happy memories are made; perhaps involving you and a spouse; as well as children and grandchildren growing up in the home often add to fond memories.
What Our Clients Experience
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