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:
How Long Has it Been Since You...
February 11, 2019
The challenge with family legal planning, or estate planning as they call it, is that it relies on a plan that protects your family at an unknown time, under unknown laws, utilizing unknown assets for an unknown family situation to accomplish unknown goals. And while we don’t know when you’ll need it, we know your will should reflect the as-current-as-possible realities of your life. More »
When Your Trust Owns Your Home: What Happens Next
January 28, 2019
So, you’ve set up a trust because you want to keep things as simple as possible for your family, and allow your house to pass to your children upon your death without any delay. Now that your trust owns your home, here are some things you should know. More »
How NOT to Lose All Parental Rights to Your College Kid
September 7, 2018
We’re just checking in here, because some things are worth repeating. Did you read the last article? It’s an important one, even though you may have brushed it aside the first time. We totally get it. You have a healthy new adult child off to college for the most amazing, memorable four years he or she may ever experience.
What’s the worst that could happen, right? Well, to be honest, a lot — especially if you choose to do nothing about it. You know your kid won’t do anything stupid. But what if? More »
