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 →

“Prepared for the Unexpected Journey”

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 →

Don’t Miss Out on These Year-End Tax Planning Strategies

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 →

Traditional Strategies to Protect Assets from Creative Plaintiffs

Some view asset protection planning with a skeptical eye. They believe there is a moral obligation to pay one’s debts. They think that asset protection planning is immoral because it prevents a creditor from collecting on a judgment entered by a court. The truth is the U.S. justice system is unpredictable. Defendants are faced with ever-expanding theories of liability, being Continue Reading →

A Moment of Zen for Kids

  “Emotional self-regulation … (is) integrated into every class.” Many people hear that I teach yoga for kids and the first question is, “How does that work? Isn’t it hard to get kids to do yoga?” That is a great question since we typically think of yoga as a serene hour of relaxation, meditation, and exercise. And when we typically Continue Reading →