Thomas H. Sullivan
Attorney at Law
Writing Your Own Obituary as an Addition to Your Estate Plan
Posted on: March 29th, 2020
An obituary can be much more than just a dry announcement of the time and location of your funeral or memorial service. It can be a way to share your life story, communicating information about significant events and people, as well as important values you would like to impart to others. You do not need to leave this task for grieving family members to do after you pass away: Instead, writing your own obituary can be an important part of your estate planning that you can do today....
What Happens When Your Disabled Child Turns 18
Posted on: March 29th, 2020
When your child is under the age of 18, you, as their parent, can make most, if not all decisions, on their behalf. However, when your child turns 18, the law views them as an adult, and you no longer have the ability to control what and how decisions are made, or even receive relevant information about those decisions. For most parents, this is a rite of passage. They just have to sit back and watch their children leave the nest and begin their adult lives. But what if you have a child who is disabled? That child may need help making financial or medical decisions: What will happen to them? How can you step back in and continue to care for them if needed?...
Reconsidering Your Role in Others' Estate Plans
Posted on: March 27th, 2020
It is important to think carefully about your ability or willingness to serve as an executor or trustee for someone else. If a family member or friend has asked you to serve as the executor of his or her estate or as trustee of a trust he or she is creating, there are a number of factors you should consider before accepting either of these important roles. If you have already accepted the role of trustee or executor for a family member or loved one, but are no longer able or willing to do so, it is important to resign in the way required by law (though if you are a trustee, the trust document may specify a particular method for resigning that might differ from the state law)....
Posted on: March 18th, 2020
Many people own property in more than one state—perhaps a vacation home in Florida, a rental property in a former home state, or even a car titled in another state. It is important to think about how that property will be handled as you create an estate plan. It may be necessary for there to be an additional probate proceeding called ancillary probate. Through proper estate planning, however, this result can be made less burdensome or even avoided....
Important Steps to Protect Your Special Beneficiaries
Posted on: March 13th, 2020
All children are a blessing. From the day they are born, you begin making plans to ensure that your child or grandchild has a bright future. What will their interests be? What job will they have? Who will they marry? While these are common concerns for most families, for those with a special needs child or grandchild, taking steps to ensure they have a safe, happy, and healthy future is even more important due to the additional hurdles they may face. To help provide a prosperous future for your special needs child or grandchild, we suggest the following steps:...
Spring Cleaning for Your Estate Planning
Posted on: March 8th, 2020
Your estate plan, like your home, periodically needs a thorough polishing. Your life circumstances are constantly changing, and an estate plan that perfectly met your needs a couple of years ago may now be cluttered with outdated provisions or documents. With spring fast approaching, now is the time to dust off your estate plan to ensure that it will still achieve your goals, as well as to avoid unintended consequences that may arise as a result of divorces, deaths, births, or other changes that have occurred since the last time your plan was reviewed....