Estate Planning and Elder Law

Puzzles Worth Solving

Our mission is to inspire, educate and motivate our clients to control their future, maintain flexibility, and experience the resulting peace of mind and sigh of relief.

We make your life easier and simplify life’s challenges. We help our clients control decision making, pay less for estate taxes or nursing home care, or even find a great local electrician. If we don’t do it, we have the name and number of someone who’s great at it in our network – and we’d be happy to refer you.

What’s New:

Over-Coming Over-Achieving

Over-Coming Over-Achieving

Hi. I'm Tracey, and I'm a somewhat over-achiever, or a recovering perfectionist. I’m not entirely sure which, but a combination of the two seems to fit the bill. I tend to try to get a lot done any given day. I seem to have a belief that getting a ton done any given day should be the norm. Consequently, I plan far more to do in a day that can possibly be accomplished by even the most superhuman among us. And by doing this, I inadvertently set myself up for failure. A lot. More »
We're Hiring!

We're Hiring!

This position is part legal assistant, part executive assistant and part personal assistant to the CEO. You WILL learn an incredible amount about business, entrepreneurship and marketing, if you are interested. You WILL have fun along the way. If this sounds exciting to you, you might be THE ONE. More »
Legal Industry is Evolving!

Legal Industry is Evolving!

And we have a way for you to be part of it! I've long been a proponent of the idea that the legal industry should and must evolve. Many people are sick of hearing me say it, but I'll say it again anyway. It's not the 1800s anymore, why are attorneys still working with their clients like it is? More »