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 →

How to Create a Successful, Multigenerational Wealth Transfer Plan

Studies have shown that 70% of family wealth is lost by the end of the second generation and 90% by the end of the third.  Don’t let your loved ones become part of these statistics. You need to understand, and work to overcome, the disconnect that occurs between generations regarding the transfer of wealth.  In this issue you will learn: Continue Reading →

The 5 D’s of Advance Directives

An Advance Directive is a set of documents that are written statements of a person’s wishes regarding medical treatment to be used in the event that the person cannot make the decisions for themselves. A Living Will and Medical Power of Attorney are commonly included in an Advanced Directive.   “Modify or create a new Advance Directive if yours does Continue Reading →

Planning for College Expenses

As a parent with potentially college-bound children, you are probably concerned with setting up a financial plan to fund future college costs! The scary part is how much college might actually cost if you currently have young children. I have used the “College Cost Projector” calculator on the collegeinvest.org website to determine the potential costs for our children (ages 5 Continue Reading →

Today’s Modern Families Face Troublesome Estate Planning Issues

Since divorce is on the rise, as well as second marriages, blended families have become the new norm – the new modern American family.  In today’s blended family, Spouse A and/or Spouse B might have children from a prior marriage, and they might have a child together as well. In these types of family units, there are unforeseen complications regarding Continue Reading →

And then there were…… FIVE!!!

Kristin and Chris have called many places home over the years, but really for them, Home is where they are together. One might even say that their family are true global citizens with three nationalities, different last names and every shade of skin tone. But as they have told their sons many times, families are made in many different ways Continue Reading →

Parenting = Strategic Planning

Wills & Wellness is excited to have Christie Sears, Child, Couple and Family Therapist, guest blog for us this month. Christie will be joining Wills & Wellness in presenting to families at Baby & Co in Wheatridge this fall about how to create peace of mind through estate planning. Thanks for the advice Christie! Balance is key to a happier, Continue Reading →

How To Protect Your Assets From A Child’s Divorce

A child’s wedding day is one of the happiest occasions in life for most parents, especially when they approve wholeheartedly of that child’s choice of mate. Sometimes, however, the choice is not always welcomed and parents become concerned about how to protect assets they plan to leave their children in case of a divorce. Or other times, there simply is Continue Reading →