It’s Not Just Death and Taxes: You Need an Incapacity Plan That Works When It’s Needed

Estate planning is not only about having a plan in place to deal with what happens at your death, it is also about having a plan in place to deal with what happens if you become mentally incapacitated. In this issue you will learn: What happens without an incapacity plan. The essential documents for managing finances during incapacity. The essential Continue Reading →

The Color Psychic

Each month, Wills & Wellness likes to highlight some of our existing clients and their work. Read all about Jennifer Comforts’ business below. Before After   I love helping people love their homes! Our homes are an important extension of who we are. They are our safe place to land, our spot to rejuvenate, the place we gather with those Continue Reading →

WILLS VS. TRUSTS: IN PLAIN ENGLISH

Everyone has heard of wills and trusts. Most articles written on these topics, however, often presume that everyone knows the basics of these important documents. But, in reality, many of us don’t – and with good reason – as they’re rooted in complicated, centuries-old law. Let’s face it, if you’re not an estate planning attorney, these concepts tend to remain 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 →

“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 →

Don’t Miss Out on These Year-End Tax Planning Strategies

Now is the ideal time to start year-end tax planning so that credits and deductions can be maximized before the December 31st deadline. Here are a variety of tax-saving strategies you should consider using immediately so that you can get your 2015 tax house in order well in advance of the fast-approaching holiday season. Plan Now for a Bountiful Fall Continue Reading →