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.
November 4, 2019
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 »
October 7, 2019
Grandma: That’s okay; we’ll still have a great time at the beach.
3-year old: No. I want to go to the pool!
Grandma: But you love the beach.
3-year old: NO! I want to go to the pool!
Grandma: :: sighs ::
A moment passes. The gears turn in that tiny head, and then the defiant expression is replaced with a look of great pride. More »
September 16, 2019