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:

The Three Musketeers of Estate Planning – What Three Things Make a Successful Estate Plan

The Three Musketeers of Estate Planning – What Three Things Make a Successful Estate Plan

Learn how legal documents, financial integration, and communication work together to build a strong, successful estate plan. More »
Adulting, Appendix, and Breadsticks - Why Every New Adult Needs a Health Care Proxy 

Adulting, Appendix, and Breadsticks - Why Every New Adult Needs a Health Care Proxy 

Turning 18 means new freedoms—and responsibilities. A Health Care Proxy ensures someone you trust can speak for you in a medical emergency. More »
Oh, The Places You (and Your Estate Plan) Will Go!

Oh, The Places You (and Your Estate Plan) Will Go!

Is your estate plan keeping up with your life changes? Discover what tools you need at each stage. More »
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