Don’t Forget Your Pets!

Just as you would plan for the care of your human babies, you need a plan for your fur babies!! It’s SUMMER!! For many people this means road trips to National Parks, weekends in the mountains, or hopping a plane to explore a foreign city with your family and friends. The warm weather and relaxed schedules spark a little wanderlust in Continue Reading →

6 Dangers When Drafting Your Own Estate Plan

“Poorly drafted estate planning documents can cause more harm than doing nothing at all.” With the emergence of internet-based tools like, LegalZoom, more and more people are opting to draft their own legal documents rather than seeking assistance from an experienced estate planning attorney.  However, sadly, there are great risks and potentially large costs associated with drafting your own documents. Continue Reading →

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 →

The Hesleys in LoHi

“Mommy you must have been so hungry when I was in your tummy because I was eating all of your food!” –Molly Hesley, age 4 Like many of us, Wills & Wellness clients Kathy and Paul Hesley came to Colorado to visit and loved it so much, they decided to stay! They live in the Lower Highlands with their four 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 →

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 →

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 →

10 Tips for choosing the best guardian

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 →

Boo! Living trust scare tactics

Most people know they should have some sort of estate planning in place, but they procrastinate because of fear that planning for “it” will hasten its occurrence, or that it’s too expensive. Some believe that no plan is better than being pressured into the wrong type of plan. There is plenty of conflicting information out there regarding estate planning options, Continue Reading →