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 →
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 →
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 →
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 →
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 →
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 →
Wills & Wellness is a law firm committed to making a difference in the community and enhancing the lives of those around us. This Spring, our firm is hosting our First Annual Biggest Little Book Drive and we’re asking for your help! Ever seen the Free Little Library Boxes around your neighborhood? They look like this. (…check out even more Continue Reading →