“Owning a home is a keystone of wealth…both financial affluence and emotional security.” Suze Orman While you consider what it takes to prepare for your future with family estate planning, keep in mind that often, one of the biggest assets people own is their home! Real estate planning is an important consideration in looking at the overall financial health of your Continue Reading →
A challenge to your will or trust can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can prevent a disastrous will or trust contest. In this article you will learn: What a will or trust contest is Who can contest a will or trust When a will or trust Continue Reading →
Marisol and Michael may differ on some television shows, soccer (he loves it and she’s confused about the concept of “offside”), or when to wash the dishes, but one of the things they don’t differ on is the importance of taking care of their family. Marisol’s planner mentality placed them at the Wills and Wellness office in the fall of Continue Reading →
Now is the ideal time to start year-end tax planning so that credits and deductions can be maximized before the December 31st deadline. Here are a variety of tax-saving strategies you should consider using immediately so that you can get your 2015 tax house in order well in advance of the fast-approaching holiday season. Plan Now for a Bountiful Fall Continue Reading →
It seems that almost everyone you meet in Colorado these days is a transplant from another state. Honestly, who can blame them? We have a pretty incredible spot with so much to offer in terms of a modern and constantly evolving downtown, great accessibility to some of the most celebrated mountains in the country and enough local brew to try Continue Reading →
A lot of people think their estate planning is done just because they have created a Will or a Trust. However, this is perhaps a misunderstanding of how certain accounts work. If you’re like most people, the bulk of your financial estate might lie in your retirement accounts and life insurance policies. Whether you have an employer sponsored retirement account Continue Reading →
Just as you would plan for the care of your human babies, you need a plan for your fur babies!! It’s SUMMER!! For many people this means road trips to National Parks, weekends in the mountains, or hopping a plane to explore a foreign city with your family and friends. The warm weather and relaxed schedules spark a little wanderlust in Continue Reading →
Joyful Olivia is almost always smiling or laughing! Jim and Mike have lived in the LoHi neighborhood for over ten years – they love the mixture of old and new and the walk-ability of the area. Just over two years ago, their daughter Olivia joined their family and they have been going non-stop ever since! They are raising their daughter Continue Reading →
“Poorly drafted estate planning documents can cause more harm than doing nothing at all.” With the emergence of internet-based tools like, LegalZoom, more and more people are opting to draft their own legal documents rather than seeking assistance from an experienced estate planning attorney. However, sadly, there are great risks and potentially large costs associated with drafting your own documents. Continue Reading →
“Mommy you must have been so hungry when I was in your tummy because I was eating all of your food!” –Molly Hesley, age 4 Like many of us, Wills & Wellness clients Kathy and Paul Hesley came to Colorado to visit and loved it so much, they decided to stay! They live in the Lower Highlands with their four Continue Reading →