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 →
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 →
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 →
“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 →
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 →
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 →
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 →
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 →