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:

Hello, Tracey? Veronica Died.
Why We Procrastinate

Why We Procrastinate

Imagine you finally did it. Imagine you connected with our office and got the ball rolling to get your estate planning done. You thought it was going to be hard and you did it anyway. You made good decisions, and did all the right things. And then, like every client we work with, you got to push back from the table, breathe a deep sigh of relief, and say something along the lines of, “What a load off my mind; I’m so glad we finally got this done!” More »
On it Like White on Rice

On it Like White on Rice

Have you heard about our Plan Preservation Program? How about the expression “we’re on it like white on rice”? Sounds like I may need to elaborate... Estate planning is not ‘One and Done.’ It’s not something you get to check off your task list for good. More »