Estate Planning

“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.

Whether your estate is $50,000 or $5,000,000, estate planning is essential. It’s about controlling what happens to you and to what you own. It’s about caring for your loved ones. An estate plan creates a thoughtful, reasoned way to distribute your assets at your death. It provides for you and your loved ones if you become disabled. Estate planning gives you the peace of mind that you and your loved ones are taken care of now and in the future.

Do you want to protect your family? Do you want to take special care of a loved one? Are you single or part of a non-traditional couple? Are you part of a blended family? Do you have a former spouse? Do you want to support a favorite charity? Who will make decisions for you if you cannot make them for yourself?

Estate planning is a highly specialized legal area that demands knowledge, experience, and compassion. It’s not something for off-the-shelf software. It’s not something you should try at home.

The best place to begin this important process? With highly qualified estate planning attorneys. With Tom Sullivan.

At Sullivan Estate Law, we create estate plans tailored to your specific needs and goals. Your plan is as unique as you are. There’s no fill-in-the-blank software.

Drawing on listening, counseling, consulting, and legal expertise, we learn about your goals, aspirations, concerns, and fears. Together, we explore your family’s strengths and weaknesses in a comfortable and confidential environment. We discuss ways to help protect your assets and loved ones from creditors and unscrupulous people. We can help you guide, educate, and assist your loved ones in responsible financial management.

That’s not all. Our comprehensive, team planning approach includes everyone you rely on for help and advice. That means all your professional advisors – financial planners, accountants, insurance agents – work with us to realize your goals.

Services

The Sullivan Estate Law staff handles every aspect of your estate plan. That includes determining your needs and goals, coordinating plan content with your other professional advisors, gathering all materials, and creating the plan.

Our team works with you on situations that require special care. For example, blended families, former spouses, disabled beneficiaries, singles, non-traditional couples, and protection from creditors and people with questionable motives.

And unlike many law offices, Sullivan Estate Law team members will make sure your assets are re-titled so your revocable living trust is fully funded and fully effective. You don’t have to deal with the details.

Preparing the plan

Because solid estate planning is based on solid relationships, we begin the process with an initial, no-charge meeting. You get to know us, and together we begin to explore your estate planning goals and needs.

Once you decide to work with Sullivan Estate Law for estate planning, we recommend the best tools and strategies to accomplish your goals. Following another, more in-depth discussion, we prepare your unique estate plan.