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 →
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 →
“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 →
“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 →
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 →
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 →
It’s impossible to know what life has in store—just ask Joan Rivers who went in for a routine surgery recently and suffered cardiac arrest that led to her passing. It’s uncertain when the inevitable will happen but you can at least provide some certainty about the future of your children and loved ones. Life insurance is a must if you’re Continue Reading →
Estate planning is not a once-in-a-lifetime check-the-box thing. What is for sure is that your life is going to change and the law is going to change. A variety of things can come up that will make your estate plan outdated, and any time this happens, the best course of action is calling your estate planning attorney to chat about Continue Reading →
The summer season is here! And that means travel and vacations are high on everyone’s list. One thing that might not make it to a typical traveler’s to-do list is estate planning—but it couldn’t be more important as you prepare to enjoy the sandy beach or Rocky Mountains. Americans spend more time planning their vacation each year than planning their Continue Reading →
A recent Wall Street Journal article noted that boomers and seniors are becoming more interested in passing along family heirlooms and history, leaving a legacy for future generations that extends beyond money. As the Wall Street Journal reported, it may be tempting to think “the economic downturn, steep health-care costs and longer lives may mean less money is being left Continue Reading →