top of page

Attorney Jake Carlson

This conversation was interesting and eye opening. Jake Carlson's practice focuses on three areas: Elder Care, Probate, and Values-Based estate planning.

In this discussion he mentioned an example where a trust wasn't funded properly and two of the children of the recently deceased were denied their inheritance. In another, a senior man worked his entire life in order to amass assets and when he approached death, he realized that he should have been passing on his values rather than accumulating assets.

Examples always help to drive home the point. Please listen to the conversation at:

Find Jake at:

or for a free strategy session call: (602) 910-4068 or signup on his calendar:

24 views0 comments

Recent Posts

See All

New Podcast Episode: Marc and Valarie Ellsworth

In our latest podcast episode we sit down with Marc and Valarie Ellsworth. Marc's mother Cleora has been with us for a little over a year now. They share their journey as they helped Cleora transition

Coronavirus COVID-19

It's all anyone is talking about these days. To protect our residents we have taken the following measures: 1. Canceled any recitals, volunteers, and other events with outside visitors until further n


bottom of page