IN THIS ISSUE
FREE Estate Planning & Asset Protection Workshops!

YOU ARE INVITED!
RESERVATIONS REQUIRED.

Thursday, Feb 13th
6:30 PM
Needham Council on Aging 


Thursday, Feb 13th
Thursday, Feb 27th
(Trust, Estate & Asset Protection Seminar)
10 AM and 2 PM
Estate Planning & Asset Protection Conference Center Wellesley, MA 

At the Natick Hotel Conference Center:

*Saturday, February 29th
at 9:30 AM
(*Breakfast will be served)


EXCLUSIVE LITETIME PROTECTION PROGRAM
MEMBER ONLY EVENT 2020
Secure Act Accelerates Taxes on IRAs, Retirement and Estate Plans.

Thursday, Feb 19th

In Wellesley at 10:00 AM & 2:00 PM


Call (800) 964-4295 (24/7)

or

register online at DSullivan.com

or

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Critical Estate Planning Considerations In The New Year

The New Year is an exciting time when we can come together with our loved ones and set our goals for the upcoming year. From healthy lifestyle changes and setting new financial goals to spending more time with family or planning for retirement, the New Year holds special meaning to each of us. As you already know, this year is special as this New Year marks not just the start of a new year, but the start of a new decade.

Leap Year Facts

The Julian calendar was devised by Julius Caesar and Greek astronomer Sosigenes of Alexandria. At this point in history, the traditional Roman calendar had fallen out of sync with the seasons. At Caesar’s request, Sosigenes reformed it. One major change was the implementation of leap years: Every fourth year, February would receive an extra day. This was meant to keep the new calendar in alignment with the Earth’s position relative to the Sun. Unfortunately, the whole system fell prey to a miscalculation and ended up including too many leap years.

Does My Living Trust and Estate Plan Need to be Fixed?
From the Files of the Estate Planning & Asset Protection Law Center of Dennis Sullivan & Associates

A couple, from Metro West, was concerned about all the tax and health care changes taking place in 2020, so they put together the following list for us to review: Safeguards for incapacity; Protection for children’s inheritance from creditors and/or divorce; New tax provisions for married couples resulting in completely avoidable taxes; and Unprotected IRA’s & retirement accounts.

Lifetime & Legacy Protection Program
The Lifetime Protection Program (LPP): is an “exclusive program” for clients. We provide an annual review of the estate plan to make sure it’s up-to-date and still meets financial and overall planning goals. Those who’ve enrolled in our Lifetime Protection Program don’t lose a minute’s sleep worrying their estate and assets may be vulnerable to the ever present shifts and turns that come up. Would you like peace of mind? You will even be provided 24/7 access to healthcare emergency contact information including the required federal authorization documents for health care professionals to speak with your family as needed.
RECIPE CORNER
ORANGE JUICE BUNDT CAKE
INGREDIENTS
  • 1 box yellow cake mix (15.25-ounce)
  • 1 box instant lemon pudding mix (3.4-ounce)
  • 3/4 cup vegetable oil
  • 3/4 cup orange juice
  • 4 large eggs

GLAZE
  • 1 cup powdered sugar
  • 1 tbs. orange juice

Preheat the oven to 325°F Grease and flour a 10 to 12-cup Bundt pan.
Combine the cake mix, pudding mix, vegetable oil, orange juice, and eggs. Mix for about 2 minutes. Pour cake mix into the prepared bundt pan.
Bake for 45 minutes or until a toothpick inserted in the center comes out clean. Allow the cake to cool in the pan while you make the glaze.
Invert the cake onto a serving platter. Combine the powdered sugar and orange juice. Drizzle glaze across top of cake. Let glaze set before serving.
WE WANT TO THANK ALL OF OUR CLIENTS WHO HAVE REFERRED FAMILY AND FRIENDS THIS PAST MONTH.

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Dennis Sullivan & Associates | DSullivan.com