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 We’re Thinking About This All Wrong?
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 »
Hello, Tracey? Veronica Died.

Hello, Tracey? Veronica Died.

There was one day in June when, for no nefarious reason, our office received a number of phone calls from people whose loved one had *just* passed away. It was a striking number of calls for that particular Monday - enough to inspire that day’s Daily Debrief on Facebook. You can watch it HERE.  I promised to follow up with a blog article to expand on the content a bit. And so here we are.  More »