“Wellness is a connection of paths: knowledge and action.” #1: Your mind is the epicenter of your health and well-being. It’s so crucial to try to live mindfully, meditate and maintain balance. Yet, worry still happens to everyone. An estate plan takes away worry about what would happen to your kids if something happened to you. Peace of mind this 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 →
I admit it: Legal terminology is confusing. Not only are some words foreign outside of the estate planning world, but sometimes “normal” words carry a legal definition you would have never guessed. And sometimes, the same legal concept has more than one phrase used to describe it. Take “Living Trust” and “Revocable Trust” and “Revocable Living Trust,” for example – 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 →
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 →
“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 →
“MYTH: I have a Will, so my estate won’t go through probate.” • #1: Avoiding probate. After your passing, a Will lands your loved ones in the middle of the probate court while a Trust is administered privately outside the court system. Probate is LONG (average of 12-18 months) and EXPENSIVE (average cost of 5% of the market Continue Reading →
“None of us would be here without our mothers and most of us would not be who we are without their constant care, love and support” May is for mothers. Mothers to be, mothers in minivans and SUVs, State University mothers, mothers of the bride, or even grandmothers. None of us would be here without our mothers and most Continue Reading →
Contrary to popular belief, estate planning is not just about money or taxes. Far from it. Today, it’s more about protecting your assets for yourself and your loved ones, achieving your financial goals, and safeguarding your health care. Money and taxes aside, here are 7 Good Reasons why you need an estate plan: 1. Your health care. Defining how your Continue Reading →