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:

It’s time to talk about P… for Probate!
Don’t Let a Health Crisis Turn into a Legal Crisis!

Don’t Let a Health Crisis Turn into a Legal Crisis!

You’ve been a fully-functioning, adult member of society for… 20, 30, 40 years (shhh, I’m not asking!) and you know a thing or two about taking care of your life. You know how to make your own financial and health decisions and while it’s not always fun to schedule that dentist appointment or lab work, or to pay the electric bill – again! – it’s also not a big deal. Until… More »
New and Improved Long-Term Care Insurance! It’s Not Just for Nursing Homes Anymore

New and Improved Long-Term Care Insurance! It’s Not Just for Nursing Homes Anymore

There are two questions I hear the most: How can I make sure I’m not a burden on my family? And if I need long-term care, how do I pay for it without spending everything? More »