Introduction to Genealogy Workshop Tues, Aug 23 at 6:00pm Free admission. Light refreshments and babysitting will be provided. We will cover topics such as DNA testing, genealogy mapping, family history resources, and more! RSVP at https://willsandwellness.com/genealogy-workshop/ Have you seen the popular TV shows Who Do You Think You Are, Genealogy Roadshow or Long Lost Family, where individuals connect with their ancestral roots Continue Reading →
Estate planning is not only about having a plan in place to deal with what happens at your death, it is also about having a plan in place to deal with what happens if you become mentally incapacitated. In this issue you will learn: What happens without an incapacity plan. The essential documents for managing finances during incapacity. The Continue Reading →
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 →
Each month, Wills & Wellness likes to highlight some of our existing clients and their work. Read all about Jennifer Comforts’ business below. Before After I love helping people love their homes! Our homes are an important extension of who we are. They are our safe place to land, our spot to rejuvenate, the place we gather with those Continue Reading →
Everyone has heard of wills and trusts. Most articles written on these topics, however, often presume that everyone knows the basics of these important documents. But, in reality, many of us don’t – and with good reason – as they’re rooted in complicated, centuries-old law. Let’s face it, if you’re not an estate planning attorney, these concepts tend to remain Continue Reading →
“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 →
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 →
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 →
“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 →
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 →