Brian Tully, Esq. is the founder and managing partner of Tully Law Group. He enjoys serving his clients and the community as a trusted senior advocate in the legal, financial, and healthcare realms.

Brian’s firm is known for a unique and comprehensive elder care service called “Life Care Planning” which combines asset protection, Medicaid qualification, care coordination, advocacy, and crisis intervention.

He also provides traditional elder law and trusts and estates services with a focus on Guardianship and Probate proceedings and Estate and Trust Litigation.

Listen in for some great takeaways about Brian and his journey to helping families navigate the financial and legal challenges of Aging. 

You will want to hear this episode if you are interested in…

• Learn more about Brian Tully and his law firm [2:42]
• What is estate planning? Why is it important? [5:38]
• Common misconceptions about estate planning [7:00] 
• Why the Tully Law Group has a social worker on staff [11:48] 
• Key documents for estate planning and end-of-life care [17:34] 
• Get your copy of Financial Planning Made Personal! [21:23] 
• Some common estate planning mistakes [22:04] 
• Helping families understand the importance of planning [23:53] 
• Healthcare proxies and Power of Attorney for young adults [26:38] 
• Handling guardianship and inheritances for minor children [29:35] 
• What Brian did today that put him in the right mindset for success [32:56]

Resources & People Mentioned

• Get two FREE chapters of Financial Planning Made Personal! 

Connect with Brian Tully

• The website
• On Instagram
• On Linkedin
• On Facebook
• On YouTube

Connect With Mitlin Financial

• podcast*at*mitlinfinancial(dot)com – email us with your suggestions for topics or guests
• If you would like to learn more schedule a call: https://mitlin.us/FitCall
• https://mitlinfinancial.com 
• Follow on Twitter
• Follow on Instagram
• Subscribe on Youtube
• Follow on Linkedin
• Follow on Facebook

Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest’s content linked on this site.

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Larry Sprung Host Mitlin

Lawrence “Larry” Sprung, CFP® is a husband, father, entrepreneur and mental health advocate.

Larry is the author of the Amazon Bestselling book “Financial Planning Made Personal” and the also host of the Mitlin Money Mindset™ a podcast that reminds you to ask yourself “What did you do today that brought you joy?®”

In 2004 he founded Mitlin Financial, Inc. naming the firm memory of Larry’s wife’s grandfather, Mitchell, and his mother, Linda. During his career, Larry has found that a lot of industry terms and concepts can seem confusing to outsiders. That’s why he works with the families he serves to break down complex financial topics into easy-to-understand concepts.

In recognition of Larry’s significant contributions to his profession, he has received quite a few awards. In 2021, Larry was named to the Investopedia 100 Top Advisors in 2021 and was even more humbled to make their Top Ten list for 2022.

Outside the office, one of Larry’s greatest passions is raising awareness for mental health. He spent over 12 years serving on the National Board of the American Foundation for Suicide Prevention (AFSP) and sits on its financial and investment committees. With his wife, Denise, he has raised more than $1.7 million for the organization through the Keith Milano Memorial Fund. The fund was created in memory of his brother-in-law.

Larry values his family tremendously and his desire to do right by his wife and two sons drives who he is in and out of the office.