Peace of mind
FOR YOU AND YOUR FAMILY

How to Preserve Family Wealth & Relationships ... While Avoiding Mistakes that Tear Families Apart & Increase Expenses

In this materclass you will learn:

How to protect your assets for generations while preventing future family disputes
Why procrastination is not a good strategy for protecting your children’s inheritance, your home, and your business from creditors and predators
The secret to potentially saving you and your family thousands of dollars in taxes & fees while building a plan that protects your loved ones
Why the most loving thing you can do for your family is make things as painless as possible for them for when you’re no longer around to help
How you can rest easy knowing you’ve taken responsibility for your affairs and made all the difficult choices so your loved ones don’t have to

And Finally…

The exact steps you can take right now to bullet-proof your estate and keep your assets with your family for generations to come … without having to leave the comfort of your home

Reserve Your Space Now While You Have Time!

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My experience with Troy Sullivan is that he is a 'straight shooter' and gets the job done in an efficient, no nonsense way. He is also a personable fellow -- and his fees are by no means exorbitant. I would recommend him to anyone needing an attorney's assistance in settling an estate.

Review on AvvoEfficient

Working with Troy Sullivan to develop our estate plan and set up our trust was an excellent experience. Troy was very professional and responsive to all of our needs. He spent time gathering financial information and understanding our wishes regarding Power of Atty, DNRs, Health Care Proxies etc. He provided us with a comprehensive plan, offered to work with two out of state attorneys to deal with titles for us, and provided us with all documentation in a very timely manner. The end product is something that really works for us. Troy even went on to assure us he was there to help us with any future questions.

Sharon - Review on AvvoExcellent Estate Planning

meet your attorney - Troy M. Sullivan

Troy M. Sullivan is the Managing Partner of Bernheim Kelley’s Estate Planning Practice. Troy lives in Rockport, MA with his wife Paula and their three beautiful daughters.

He has 20+ years of legal experience and is widely respected as an expert in estate planning and probate administration matters. Troy cares about the importance of planning and understands that EVERYONE deserves the same care and guidance.