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Estate Planning & Asset Protection Blog

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Introduction	Our Unique Process: We help our clients meet their goals and objectives through a process that combines education and counseling. The process begins with educational Trust and Asset Protection Planning Workshops, held twice a month in Wellesley (for upcoming dates and to register, please call (800) 964-4295 or see our website at www.DSullivan.com). The workshops are an excellent way to review existing planning, if any, and learn about the options available with estate and asset protection planning. We welcome all members of the community to attend. For those that cannot attend, please contact our office for a unique self guided 19 Point Trust, Estate and Asset Protection Planning legal guide. After the workshop or a review of the 19-Point Trust, Estate and Life Planning legal guide, we provide a personalized review of asset protection and estate planning concerns and opportunities of each family. At the meeting we help people develop a customized plan together that will meet a family’s goals and objectives, including protecting assets, avoiding probate court involvement at disability and death and minimizing the impact of state and federal taxes.

Introduction

Our Unique Process: We help our clients meet their goals and objectives through a process that combines education and counseling. The process begins with educational Trust and Asset Protection Planning Workshops, held twice a month in Wellesley (for upcoming dates and to register, please call (800) 964-4295 or see our website at www.DSullivan.com). The workshops are an excellent way to review existing planning, if any, and learn about the options available with estate and asset protection planning. We welcome all members of the community to attend. For those that cannot attend, please contact our office for a unique self guided 19 Point Trust, Estate and Asset Protection Planning legal guide. After the workshop or a review of the 19-Point Trust, Estate and Life Planning legal guide, we provide a personalized review of asset protection and estate planning concerns and opportunities of each family. At the meeting we help people develop a customized plan together that will meet a family’s goals and objectives, including protecting assets, avoiding probate court involvement at disability and death and minimizing the impact of state and federal taxes.