Estate planning is more than just dealing with money issues. Certainly, saving taxes and probate fees and seeing that your property is distributed to your intended beneficiaries are crucial elements of any estate plan. But estate planning is also about protecting yourself and protecting your loved ones.
At Sullivan Estate Law, we have a comprehensive and counseling based approach to estate planning. We discuss your goals, aspirations, concerns, and fears. We explore the strengths and weaknesses of your family members. We can suggest ways to help protect your assets and loved ones from creditors and unscrupulous persons.
At Sullivan Estate Law, we have a comprehensive and counseling based approach to estate planning. We discuss your goals, aspirations, concerns, and fears. We explore the strengths and weaknesses of your family members. We can suggest ways to help protect your assets and loved ones from creditors and unscrupulous persons.
Services
At Sullivan Estate Law, we believe in a team approach to estate planning. We welcome your other financial advisors into the planning process whether they are financial planners, accountants, or insurance agents. Your long term needs can best be served if all of your advisors participate in a comprehensive planning process so that all the people you rely on for assistance and advice are working together for the same common goal.
Most things in life benefit from careful planning. And that is especially true when it comes to your estate or your business. Careful planning helps ensure your wishes, ideas, and dreams happen. At Sullivan Estate Law, we've developed a synergistic approach to your planning needs. Thomas H. Sullivan will help ensure you control your estate and will help you build a solid business.
It depends on your goals and your family situation. In an initial meeting I will always start by asking you what you want to accomplish and what your concerns are. Sometimes, the desired result can only be accomplished with a Trust. Other times, we can use either a Will or a Trust and in those cases, I will outline the pros and cons of each option and the cost of each and let you decide which alternative is best suited for you and your family.
I want to control my property while I'm alive, take care of me and my loved ones if I become disabled, and give what I have to whom I want the way I want when I want. And if I can, I want to save every last tax dollar, professional fee, and court cost possible. Quite simply, that's good estate planning.
At Sullivan Estate Law, we work with business owners to achieve their goals, grow their businesses, and protect their families. We take care of the "legal stuff" so you can focus on what you do best - running your business. First, we review your business plan and goals with you. Then, together, we choose the best way to structure your business.
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