Make Us Part of Your Team

Please contact us if we can help you or your clients.  We’re happy to answer questions or be a resource for you.  We’re also available for private client or community workshops and professional educational programs on the following topics:


  • Estate Planning Essentials™

  • Long-Term Care Planning Essentials

  • Special Needs Planning Essentials

  • Estate Planning for Women

  • Modern Family Estate Planning

  • Understanding VA Benefits

  • Concierge Care Coordination®: The Intersection of Law and Advocacy

Other presentations can be designed at your request.


Contact us for more information, to schedule a meeting or to discuss a private workshop for your company, organization or support group.

Become Part of Our Team


We vet out all of the professionals with whom we work or partner, whether they provide financial, tax or insurance advice or are senior industry providers.  Please contact us to schedule a synergy meeting if you are interested in working with us or learning more about us, what we do and how we do it.