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:

Chadwick Boseman - A Case Study about Why Estate Planning is Essential 

Chadwick Boseman - A Case Study about Why Estate Planning is Essential 

Chadwick Boseman did not have an estate plan in place which caused a financial ripple effect on his family when he passed. Read on to find out why estate planning is essential for everyone. More »
Reason #498 Your Estate Plan Could Fail

Reason #498 Your Estate Plan Could Fail

If one of your goals when creating your estate plan was to avoid messy and unnecessary taxes, you owe it to yourself to take a second look at it... More »
Six Biggest Estate Planning Mistakes of #TodaysModernFamilies

Six Biggest Estate Planning Mistakes of #TodaysModernFamilies

Yes, mistakes happen. It would be unfair to expect every Estate Plan to be perfect. There are always unforeseen circumstances, and things that are beyond everyone’s control. More »