UPCOMING WORKSHOPS
FREE Estate Planning & Asset Protection Workshops!

YOU ARE INVITED!
RESERVATIONS REQUIRED.

Thursday October 10, 2019
In Needham 6:30 pm

Saturday October 19, 2019
Natick Hotel Conference Center 9:30 am
* Breakfast Will Be Served

Thursday October 24, 2019
In Wellesley 10 am and 2 pm


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

or

register online at DSullivan.com

or

click the button below to register

"We are very pleased with Dennis Sullivan & Associates. We are very comfortable with the excellent and thorough estate plan that they provided for us."

-Matt DePalo, Natick, MA

“My daughter was acquainted with Greta Atchinson, so when I had a need I naturally went
to them. Both Greta and Dennis Sullivan have treated me wonderfully well! I’ve been very
satisfied with the trust they did for me. Greta and Dennis were polite, caring and compassionate. They were very well prepared
and helpful. I never felt rushed. I knew I needed to do something but didn’t know what. It was a
great decision to go there. They were of tremendous help! Plus as a member of their Lifetime Protection Program I know they’re
looking after me, plus whenever I have a question, I can call them. I would absolutely recommend
their services.”

-C.C. Dedham, MA

“Yes, I’m very well pleased with what they’ve done for me. I initially went to one of their seminars,and found it very informative. I wanted them to
create a trust for me to help my family; they did a very good job. Plus because I’m also a member of their Lifetime Protection program, I know they’ll stay in touch with me with anything I need to know and do. I highly recommend their services and
have already done so!”

-Faina Tabenkin, Natick, MA





WHAT YOU NEED TO KNOW THIS FALLS PREVENTION AWARENESS DAY
Did you know that September 23, 2019 is Falls Prevention Awareness Day? This important day is recognized annually to raise awareness about how to prevent fall-related injuries among aging adults. As the colder months begin to arrive in Massachusetts, it is especially important to keep yourself and your loved ones safe while completing everyday tasks. To help keep you protected, let us share with you a few safety tips to know this Falls Prevention Awareness
Day

1. Visit your local senior center. As the fall and winter months approach, the sidewalks and roads are starting to become more slippery. This, unfortunately, makes a prime environment for people to fall, regardless of their age. To help combat this, many local senior centers offer a wide variety of recreational programs. Did you know, for example, that many provide balance classes for aging adults? These classes typically take the form of Tai Chi with an emphasis on restoring and improving overall balance.

2. Stay current with your vision check-ups. Poor vision can increase the risk of falling. This is
especially true if you have cataracts, glaucoma, or macular degeneration. These illnesses can make it more difficult for you to see objects in your path, as well as judge depth and perception. Regularly visiting your optician can help you address and manage any weaknesses in your vision, and help you avoid unnecessary falls.

3. Make sure you are using your cane or walker correctly. If you regularly use a walking aid, we encourage you to double-check to ensure you are using it correctly. If it is not properly fitted or you use it incorrectly, you may incur harm. To help prevent falls, be sure to take any new walking device to a physical therapist to be fitted appropriately for your height and frame. A rule of thumb is that your walking aid should be around the height of your wrist when your arms are by your sides. Your safety is important to us, and we know that there may come a time when you require additional planning to keep yourself and your loved ones protected. If you are ready to discuss your planning needs, do not wait to contact our office. Remember, we are here to help guide you through each step and can help you evaluate the best planning
options for you and your family.
WAYS TO GIVE BACK THIS SEPTEMBER 11 TH

This September 11th marks the 18 year anniversary of the devastating terrorist attacks that shocked the nation. Throughout the years since the attacks, many initiatives have been created to support survivors and the families of victims. As we think about the victims of the September 11th attacks, however, do not forget to include charitable planning in your estate plan. To help you accomplish this, let us share with you a few tips to giving back to survivors and the families of victims through charitable planning.

1. What is the significance of September 11th?
Eighteen years ago, on September 11, 2001, nineteen men hijacked four United States commercial airplanes heading for the west coast. Two of the airplanes were intentionally flown into the north and south towers of the World Trade Centers in New York City, one airplane was flown into the Pentagon building in Washington D.C., and one crashed into a field near Shanksville, Pennsylvania. As a result, almost 3,000 people perished, and devastation was, and still is, felt around the world.

2. What is charitable planning?
Charitable planning is an effective way to support an important cause or charitable organization. This can be accomplished by making annual or periodic gifts throughout your lifetime. Charitable planning also provides you an opportunity to look ahead to a time
when you may not be able to make charitable gifts yourself. Accordingly, you can leave a gift for a charity through your estate planning.

3. Can I leave money without a plan?
While it is possible for you to leave money to a charitable organization without a plan, this is generally not advised.

To help ensure that your gift is distributed accurately, it is important to set our clear instructions within your estate plan as to where the gift is going and how it will be distributed. This can be a somewhat complicated process, which is why we encourage you to consult with
an experienced, local estate planning attorney who understands your specific needs and can help you accomplish your goals. These are just a few of the ways that you can give back
to September 11th victims and their families.

Do you need more ideas? Do you have your own ideas that you would like to share with us? Do not wait to contact us.

Further, if you are ready to include charitable planning in your estate plan, we encourage you to reach out to us to schedule an appointment.
Lifetime Protection Program
We have helped many families concerned for their loved ones especially when the families are
not nearby.

Please contact our office at 781-237-2815 or email us at Education@DSullivan.com as soon as
possible to activate your 2019 Lifetime Protection Program Membership and receive our new
report, Essentials in Estate Planning.
RECIPE CORNER
APPLE PIE IN A SKILLET
  • 2 refrigerated pie crusts
  • 4 1/4 tbsp. butter
  • 1/2 c. brown sugar
  • 8 apples, cored, peeled and sliced
  • 2 tbsp. lemon juice
  • 1/2 c. granulated sugar
  • 1/4 c. cornstarch
  • 1/2 tsp. salt
  • 1 1/4 tsp. cinnamon
  • 1/4 tsp. nutmeg
  • 2 c. caramel sauce
  • Egg wash

  1. Preheat oven to 400 degrees F.
  2. Melt butter in a 10” ovenproof skillet over medium heat. Whisk in brown sugar and remove when melted.
  3. Toss apples in lemon juice to prevent browning. Mix with sugar, cornstarch, salt, cinnamon and nutmeg.
  4. Line the skillet with one refrigerated pie crust to completely cover the inside of the skillet.
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