Laws Change – Families Change – Assets Change – Health Care Needs Change
Once your plan is set up, we work to ensure the protection lasts.
We do this by offering our exclusive membership:

 LIFETIME & LEGACY PROTECTION PROGRAM™ “LLPP”

PREPARATION and/or NOTIFICATION OF:   
  • Legal Changes Required by Law
  • Personal Changes Requested by You
  • Beneficial Changes Suggested by Us
THE ASSET DETAIL REPORT
  • Monitoring the Value of Your Estate
  • Verifying the Title of Your Individual Assets
  • Tracking the Beneficiary Designation of
  • Your Annuities, Life Insurance, and Qualified Retirement Accounts
ACCESS TO YOUR HEALTH CARE DOCUMENTS
  • 24 Hours a Day
  • 7 Days a Week
  • Anywhere in the World
LEGAL LECTURE SERIES (PARTIAL LIST)
  • Successor Trustee Training
  • The Miracle of IRA’s crushed by the “Secure Act”
  • How to Fund Your Trust
  • Using Health Care Documents
  • Beneficiary Protection with a Personal Asset Trust
ACCESS TO OUR TEAM
Access to Assist You and Answer Reasonable Questions
ACCESS TO OUR ATTORNEYS
Scheduled Phone Appointments with Our Estate Planning & Elder Law Attorneys
CONVENIENT NOTARY SERVICES
All Legal Documents Prepared by us notarized at no additional cost
NEWSLETTERS
  • Communicating Estate Planning News  
  • Answering Your Questions
  • Updates on Future Events and Discover Sessions
  • Review Your Fiduciaries
  • Review Your Beneficiaries
  • Take Note of Suggested Changes
MANY DISABILITY DOCUMENTS FOR FAMILY MEMBERS THAT LIVE WITH YOU (critical for all family members over the age of 18)
  • Financial Powers of Attorney
  • Advance Health Care Directives
  • 24/7 Medical Access Cards
ONGOING 19-POINT REVIEW OF YOUR TRUST AND ESTATE PLAN
We keep up with the changes in the laws that could affect your estate plan and send notifications to members.

Clerical amendments for no additional fee – this includes changes in trustees, beneficiary names, and percentages and agents on your powers of attorney.

15% fee reduction for more complex revisions which require an attorney.

COST OF A MEMBERSHIP?
$525/YEAR or $475/YEAR with auto-renew

Your Value is PEACE OF MIND?
“PRICELESS!”

To Schedule Your “LLPP” Annual Review Session contact Ruthann O’Sullivan (781)237-2815 or visit DSullivan.com
PUMPKIN MUFFINS
INGREDIENTS
  • 2 1/4 cups self-rising flour
  • 2 teaspoons cinnamon
  • 1 teaspoon ground ginger
  • 1 cup brown sugar (packed)
  • 1 cup canned pumpkin
  • 1/3 cup buttermilk
  • 1/3 cup oil
  • 1/3 cup molasses
  • 1 teaspoon vanilla
  • 2 large eggs
  • sugar (confectioner’s sugar, optional)

DIRECTIONS

  • Prepare a muffin tin with paper liners, set aside. Preheat oven to 375°F.
  • In a bowl, add the brown sugar and eggs, beat with a whisk for several minutes. Then add the spices, oil, buttermilk, molasses, pumpkin and vanilla. Whisk until well combined.
  • Add the self rising flour and blend in until everything is combined. Do not over mix.
  • Add the batter to the prepared muffin tins. Bake for 15 minutes or until a wooden pick inserted in center comes out clean. Remove muffins from pans immediately; cool on a wire rack. Sprinkle with confectioner’s sugar.