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:
Estate Planning: The Right Umbrella for When It Feels Like the Sky is Falling
March 25, 2020
In crazy times, estate planning can be the grounding force you need.
Corona-virus is wreaking havoc around the world. The stock market is tumbling. St. Patrick’s Day festivities… canceled. Stay-at-Home advisories and orders. And as if that weren’t enough, Tom Brady broke up with New England via Twitter. More »
Family. Retirement Accounts. Taxes. Oh My! - New SECURE Act
February 28, 2020
Coffee in hand, I sit down to my laptop to start my day. My inbox is overflowing with emails from colleagues and trusted advisors. I’m seeing it in my Facebook feed and all over LinkedIn. If you’re like me, you're drowning in information about this new SECURE Act. As I see it, the Act has two positive changes.... More »
Estate Planning - Healing for the Soul
November 4, 2019
It’s hard to bring ourselves to do something we know is important, but that we don’t know how to go about doing, and it feels like we should.
I envision someone at the breakfast table, coffee in hand, contemplating the day. “I really need to get this done. I can’t believe I haven’t done anything about it yet.” Subtly self-shaming herself for still not getting her estate planning done. This was supposed to be the year. The ‘babies’ are now the teenagers still asleep down the hall.
The good thing is that the year’s not over yet. More »
