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:
Goals First, Solutions Second
April 4, 2019
Estate planning is not a one-size-fits-all exercise. It’s not even a one-size-fits-most.
This is how most people think estate planning goes:
You meet with an attorney. They take an inventory of your family and your stuff. They hand you a big pile of documents based upon your inventory. Then they send you the bill.
No no no no no no no. Your estate plan is about taking care of your loved ones when you pass away, or become disabled. It’s not about dividing up your stuff.
It’s about making sure you have the exact right plan for your family. Two different families can have the same list of people and stuff, but because they have different GOALS, the exercise will yield two very different estate plans. More »
You’ll Get More Done When You "Know Your Why"
March 8, 2019
Humans are the only species conscious of our own mortality. And let’s face it, no one wants to contemplate mortality!
If you’ve been putting off planning for your death and other awful circumstances (or know someone who has) this is probably one of the biggest underlying reasons. Who wants to schedule the hours into their calendar for that?! More »
