001: Building a Legacy in Elder Law and Estate Planning

In this inaugural episode of Life, Legacy, and Wealth, hosts Cary Moss and Tom Moss of Sawyer & Sawyer invite listeners to the table for an intimate and informative conversation about the roots of their law firm, their personal journeys into law, and how they've built a practice centered on compassion and legacy. Cary shares how her parents founded the firm and inspired her path into law, while Tom recounts his transition from a blue-collar upbringing to becoming an attorney after a chance meeting with another student that led to taking the LSAT. Together, they reflect on how combining their strengths—Cary's social worker mindset and Tom's business and estate planning perspective—has shaped the firm into a family-oriented practice. Listeners will gain insight into how Sawyer & Sawyer supports clients through every stage of life, from estate planning and guardianship to Medicaid and veterans' benefits. Cary and Tom explain their detailed process for new clients, emphasizing efficiency, transparency, and human connection. They also share the importance of ongoing relationships through their "Sawyer Support" program, designed to help clients maintain and update their estate plans over time. By the end, you'll feel like part of the Sawyer & Sawyer family—armed with practical knowledge about protecting your estate and inspired by the legacy that drives their work. In this episode, you will hear: Tom Moss's unexpected journey from a blue-collar background to law, inspired by a friend's suggestion to take the LSAT. The origins and evolution of Sawyer & Sawyer, a family-run law firm with deep roots in the medical field. How Cary and Tom's different strengths complement the firm's mission Why client relationships and clear communication matter most Emphasis on creating a positive client experience with humor and genuine connections at the forefront. How ongoing support keeps your plan effective as life changes Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.