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:

The Terrible Surprise of an Empty Trust
Make Sure Your Will is Not ‘Mad-Libbed’

Make Sure Your Will is Not ‘Mad-Libbed’

The proliferation of online estate planning tools may give you the sense that your will consists of a whole list of blank spaces, into which your attorney inserts names of your choosing, and out spew your legal documents. Like a fancy, binding game of Mad Libs. The reality is - your will, and the process to produce it, is much, much more involved than that. Or at least it should be. More »
Avoid These 3 Mistakes When Creating Your Estate Plan

Avoid These 3 Mistakes When Creating Your Estate Plan

There are a few very important roles to fill, and you can learn more about them in this quick how-to guide, Finally Get Your Will Done. But in this article, I want to talk about how to pick your team, and the common places people get stuck in the process. The most common Get-Stuck point I see is when people have to name names - they get stuck because they can’t decide who should fill a particular role, or they can’t think of anyone at all. More »