Thomas H. Sullivan
Attorney at Law
Did you or a loved one make any of these five critical estate planning mistakes?
Posted on: January 13th, 2019
Sadly, most Americans are indifferent to estate planning - at best - or completely ignore the issue - at worst. When it comes to estate planning, however, there are just some mistakes that you cannot afford to make. Below are five of the most critical estate planning mistakes....
Wills, Trusts and Dying Intestate
Posted on: January 2nd, 2019
Most people understand that having some sort of an estate plan is a good thing. However, many of us don’t take the steps to have an estate plan prepared because we don’t understand the nuances between wills and trusts – and dying without either....
5 Steps for Coordinating Plans Across Generations
Posted on: December 4th, 2018
Intergenerational estate planning is important. This type of planning is about more than just helping one generation build as much wealth as possible. These plans help prepare heirs to both manage and preserve those assets into the future for long-lasting enjoyment. Below are five steps that can facilitate successful intergenerational estate planning....
Your 5 Task Year-End Estate Planning To-Do List
Posted on: November 25th, 2018
2019 is fast approaching. As we all prepare for the holidays and a new year, it is important that we wrap up any loose strings. Before entering into the new year, here are some things that need to be on your end of year checklist:...
Murphy’s Law and Estate Planning
Posted on: November 17th, 2018
As the old adage goes “anything that can go wrong, will go wrong.” Referred to as Murphy’s law, this well-known saying has no mercy. Sadly, estate planning is no exception to its wrath. There is hope! Below are five-estate planning mistakes and how to fix them:...
5 Reasons to Protect Your Retirement Accounts Now
Posted on: November 6th, 2018
During your lifetime, your retirement account has good asset protection, but as soon as you pass that account to a loved one, that protection evaporates. This means one lawsuit and POOF! Your life long, hard earned savings could be gone. Your heirs could be left penniless....