Pets Need Protection Too – A Guide to Estate Planning for Pet Owners

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 →

2016 Real Estate Forecast for Denver

“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 →

How to Protect Your Retirement Account

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 →

How to Avoid Sending Your Assets and Loved Ones to the Probate Court

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 →

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 →

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 →

Estate Planning: An Unexpected Source of Total Wellness

 “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 →

Don’t Forget Your Pets!

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 →

How to protect a child’s inheritance from 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 →