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:

What if Estate Planning = Self-Care?
What if We’re Thinking About This All Wrong?

What if We’re Thinking About This All Wrong?

What if I told you that you’re thinking about estate planning the wrong way? What if I told you that estate planning is NOT a task to dread doing, to be put off, or something ‘other people’ need?  What if, instead, that first legal consult and document prep fell into the same category as being able to get your driver’s license at age 16, being able to vote at 18 and that first legal drink as the clock strikes midnight on your 21st birthday? More »
If Price is Your First Question

If Price is Your First Question

Sometimes you suspect someone might not be the right fit for a business relationship. There are a number of red flags I watch for when I hear from someone out of the blue. For me, an emphasis on or preoccupation with ‘price’ is one of them. Which gives me permission to be direct with the new, potential client, in addressing their key concern. A representative response might be…. More »