“Prepared for the Unexpected Journey”

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 →

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 →

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 →

4 Steps to Update your Short-Term Guardianship Document

“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 →

Introducing the Jessee Family!

 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 →

Peace of Mind in Paradise

“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 →