“Did you know that Short-Term Guardianship Documents expire each year?” Mark your calendar Add a task to your online calendar to repeat once a year and remind you to review your document. Wills & Wellness also emails our clients twice a year to remind them. Review your family information Has your family grown this year? Remember to add the new Continue Reading →
The Jessee Family of 3! Erin and Brian Jessee live in Littleton, CO with their five-month old daughter Brynn. They are also big animal lovers and consider their Labradoodle (Aspen) and their cat (Linus) as important members of their family! Linus was adopted from the Foothills Animal Shelter, an organization which the Jessees hold near and dear to their hearts and Continue Reading →
“the importance of recognizing one’s own mortality” We recently surprised my mother-in-law, Shoba, for her 70th birthday by arranging an all-inclusive vacation to Mexico for the whole family. She is a traveler at heart and always has big ideas for what we will do with our time together. She began planning immediately. “Okay, Sara,” she began as she always Continue Reading →
Do you feel sluggish, stressed and tired of feeling this way? Are you ready to do something that would make you feel amazing? Imagine days full of energy, breaking free from habits not serving you well, and having mental clarity to deal with life’s challenges…particularly toddlers and preschoolers! How would it feel to: Learn which foods work best for Continue Reading →
Can an estate plan be paperless? In typical lawyerly fashion, the answer is it depends. Of course the less paper the better! But to ensure your family has a smooth transition in case of your incapacity or disability, “paper-lite” might be a better approach than purely “paperless”. We are not quite there technologically to electronically sign—-and more importantly, Continue Reading →
A last will is one of the most well-known estate planning documents, and yes, everyone should have one. But if a last will is the only document in your parents’ estate plan, you’ll be in for a (not so great) surprise when they pass. If your parents leave a living trust instead, count yourself lucky—everything will be much easier for you. Here Continue Reading →
It’s hard to believe but 2015 is almost here. Are you ready? Is your estate plan ready? Here are nine estate planning questions to ask before it rings midnight on December 31st. Should your estate plan be changed to reflect any new laws, new assets, or changes in your life? I know two things for sure—the law is going to Continue Reading →
You’re a parent of minor children—do you know what would happen to your children if something happened to you? Maybe one of your siblings would step in or perhaps an aging parent. Maybe you were rushing to get out of town last year and sent a quick email to a friend or family member saying who you’d want as guardian Continue Reading →
Most people know they should have some sort of estate planning in place, but they procrastinate because of fear that planning for “it” will hasten its occurrence, or that it’s too expensive. Some believe that no plan is better than being pressured into the wrong type of plan. There is plenty of conflicting information out there regarding estate planning options, Continue Reading →
If you believe in taking good care of your mind, body, family and finances, then estate planning is the cornerstone to protect it all. Here’s how estate planning affects each one. 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. And Continue Reading →