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:
Right Plan for Right Now… and Later
June 4, 2019
Routine changes and updates to our laws are only one reason you should be reviewing your estate plans regularly with your attorney. There are numerous ways an estate plan can fail without regular ‘maintenance’ checks: More »
The Terrible Surprise of an Empty Trust
May 20, 2019
You do the grown-up thing. You get to your attorney and work out your estate plan. You decide it makes sense to create a trust (here’s a quick review of the difference between a WILL and a TRUST…).
You sign all the documents. Your attorney gives you a shiny, leather-like binder, makes you promise to check the Funding Instructions section, and sends you on your way. You check ‘Estate Plan’ off your list and get on with life, thinking nothing more of it.
That attorney has done you a massive disservice! More »
