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:

New and Improved Long-Term Care Insurance! It’s Not Just for Nursing Homes Anymore
Who You Gonna Call? And it’s Not the Ghostbusters

Who You Gonna Call? And it’s Not the Ghostbusters

I recently received this email: Tracey, I have a new baby and am suddenly realizing that I don’t have a Will. My husband and I really need Wills – but we also really need to pick somebody who could take care of our son if something happened to us. But what do I need to think about to make that decision? More »
Things to Watch for in our Seniors this Holiday Season

Things to Watch for in our Seniors this Holiday Season

The Holidays give a special opportunity to check in on the seniors in your life – and make sure that everything is going well. When you’re visiting mom or dad, or Great Aunt Agnes there are some things to look for to do a senior welfare check during the holiday season to verify they’re safe and still up to taking care of themselves. More »