Three Ways to Leave Your Adult Child an Inheritance

“Say not you know another entirely till you have divided an inheritance with him.” -Johann Kaspar Lavater   Leaving money to the family—especially your children if they’re financially irresponsible—is different than a business transaction. It’s chock full of emotion, and if you don’t plan carefully, heated arguments may ensue which could squander your hard-earned money in the process.  Good thing Continue Reading →

Why You Should Plan for Every Possible Estate Planning Scenario

Many things can happen in life, and it’s not always possible to plan for every scenario individually. Oftentimes, we never want to think about those what-if scenarios that deal with an untimely death.   These topics are tough to think about.   That’s why it’s best to frame it as a selfless decision. Thinking about every possible estate planning scenario Continue Reading →

How to Talk to Your Children About Estate Planning

Broaching the topic of estate planning with your children can be a daunting task, with a mixture of difficult emotions for everyone involved, rising to the surface—anxiety, fear, or even avoidance. Depending on their age, maybe you think they might not follow or understand the discussion. But it’s important to talk to your children about estate planning.   Overall, no Continue Reading →

Pets Need Protection Too – A Guide to Estate Planning for Pet Owners

For many pet owners, pets are members of the family. Pet owners often say that if something happens to them, they are as concerned about will happen to their pets as they are with their children and spouse.   What Happens to the Pets When the Owner Becomes Disabled or Passes Away? Most pet owners want the assurance of what Continue Reading →

How to Protect Your Retirement Account

Shocking to most people, your retirement accounts can be seized once they pass to your loved ones. During your lifetime, your retirement funds have asset protection, meaning they can’t be taken in a lawsuit. Unfortunately, as soon as retirement accounts are inherited by your loved ones, the protection evaporates. This means your hard earned money can legally be snatched by Continue Reading →

How to Avoid Sending Your Assets and Loved Ones to the Probate Court

Over the years, we’ve discovered that many people make a BIG mistake, catapulting their assets and loved ones right into the court system. Most of our clients want to avoid probate because it has a reputation for being time consuming, stressful, and public, meaning anyone anywhere can see who got what and how to contact them. Beneficiaries may become victims Continue Reading →

Successfully Social Coaches Quirky Kids

“Quirky kids.” We all know at least one. Some kids’ quirks are endearing and cute, but others keep them on the outskirts of the social world. Kids who struggle socially are sometimes lonely and research suggests poor outcomes for those who are socially challenged. Allison Marean and Breann Colpitts, two North Denver moms and former educators, witnessed too many quirky Continue Reading →