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 →

6 Ways a Trust Trumps a Will

 “MYTH: I have a Will, so my estate won’t go through probate.”     • #1: Avoiding probate. After your passing, a Will lands your loved ones in the middle of the probate court while a Trust is administered privately outside the court system. Probate is LONG (average of 12-18 months) and EXPENSIVE (average cost of 5% of the market Continue Reading →

MAY IS FOR MOTHERS

“None of us would be here without our mothers and most of us would not be who we are without their constant care, love and support”   May is for mothers. Mothers to be, mothers in minivans and SUVs, State University mothers, mothers of the bride, or even grandmothers. None of us would be here without our mothers and most Continue Reading →

Top 7 reasons you need an estate plan—even if you have only $500 in the bank

Contrary to popular belief, estate planning is not just about money or taxes. Far from it. Today, it’s more about protecting your assets for yourself and your loved ones, achieving your financial goals, and safeguarding your health care. Money and taxes aside, here are 7 good reasons you need an estate plan: 1. Your health care. Defining how your medical 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 →

Inheriting a Retirement Account

You’ve done your homework and established a trust as the cornerstone of your legacy planning. The trust is funded with your real estate along with all your bank and investment accounts and your personal property has been assigned over to the trust. What about your beneficiary designated accounts? Your life insurance? Your retirement accounts? Do you name your trust as 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 →

Reboot, Revitalize, and Glow this Spring! By: Jill Eleson, CHHC, AADP

 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 →

In honor of Earth Day: Can an estate plan be paperless?

    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 →