Wills & Wellness Estate Planning

Wills & Wellness Estate Planning Foundation. Family. Future. Thoughtful, personalized estate planning with a focus on education and lifetime relationships with our clients.

Think creating an estate plan is something you do in your fifties? Think again. Even young, healthy people need to have ...
09/29/2026

Think creating an estate plan is something you do in your fifties? Think again. Even young, healthy people need to have a plan. Especially if you have young children.

Accidents happen. Young, healthy people can have sudden illnesses or temporary incapacitation, and even die. If you don’t have a plan, the state or probate court will determine where your assets go and who becomes guardian of your children.

Find out the truth behind 3 common myths that young adults often believe about estate plans: https://na2.hubs.ly/H081tWx0

Don’t wait until the worst scenario happens. Contact Wills & Wellness today for a consultation and to get started.

When you have young children, it’s easy to get caught up in the day-to-day and let estate planning keep sliding to the b...
09/24/2026

When you have young children, it’s easy to get caught up in the day-to-day and let estate planning keep sliding to the bottom of the to-do list. But making sure you have a plan in place for “what-if” is just as important as their daily care.

Estate planning isn’t just a plan for what happens when you die, it’s also a blueprint for handling emergencies like temporary incapacitation. Learn how and why an estate plan is crucial for your young family: https://na2.hubs.ly/H07_XYx0

Wills & Wellness estate planning attorneys can help you create an estate plan that protects your family or expand an existing plan to incorporate your children. Reach out for a consultation today.

Estate planning is a little simpler when your children are small. But as they grow up, and as your life changes, your pl...
09/22/2026

Estate planning is a little simpler when your children are small. But as they grow up, and as your life changes, your plan needs to change to match the shift in your life.

Blended families, second spouses, children with special needs, and adult children whose lives have taken different trajectories can all affect how you want to distribute their inheritance.

Learn what to consider and potential strategies for updating your estate plan to handle your unique circumstances: https://na2.hubs.ly/H07WklR0

Wills & Wellness can review your existing plan and suggest changes and updates that better match your current wishes. Contact us today for a consultation.

Should you name a minor as a beneficiary? It’s a common question in estate planning and a common inclination among young...
09/17/2026

Should you name a minor as a beneficiary? It’s a common question in estate planning and a common inclination among young parents.

But there are several reasons why it isn’t advisable. Watch our short video FAQ to learn about the risks: https://na2.hubs.ly/H07T4_L0

Wills & Wellness estate planning attorneys can help you design an estate plan that provides for your minor children appropriately. Contact us today for a consultation.

September is National Preparedness Month and good time to proactively review your emergency plans, including your estate...
09/16/2026

September is National Preparedness Month and good time to proactively review your emergency plans, including your estate plan.

Not only does an estate plan handle your affairs after you pass away, it also includes temporary protections in the event you are incapacitated for a period of time. This includes short and long term guardianships, medical directives, and powers of attorney that ensure your family’s financial and medical matters are handled properly.

Wills & Wellness estate planning attorneys can help you create a detailed estate plan that is comprehensive and thorough, so you have peace of mind that your family will be protected during a crisis.

Contact us today for a consultation: https://na2.hubs.ly/H07S_D90

Grandparents Day is September 13 and an excellent reminder that your estate plan shouldn’t be a secret. If you have elde...
09/12/2026

Grandparents Day is September 13 and an excellent reminder that your estate plan shouldn’t be a secret. If you have elderly parents, it’s time to talk with them about their estate plan and make sure that you know where their important documents are and fully understand their wishes.

If you’re a grandparent, talk with your children about your estate plan. Your legacy is important and worth protecting, and the best protection comes from having a comprehensive plan and making sure your heirs and beneficiaries know about it.

Wills & Wellness can help you update an existing plan or create one if you don’t already have the proper documents in place.

Contact us today for a consultation: https://na2.hubs.ly/H07Kp820

While no one can take care of your children the way you do, it’s incredibly important to ensure that you have the proper...
09/10/2026

While no one can take care of your children the way you do, it’s incredibly important to ensure that you have the proper protections in place in the event you need someone to step in.

Short and long term guardianships are simple to set up and provide comfort in knowing that your children will be in good hands should something happen.

Many people know about the role of long term guardianships, but it’s also a good idea to name a trusted adult as a short term guardian in case you become incapacitated temporarily. Short term guardians can ensure that bills are paid, make immediate medical decisions, and overall ensure stability during a sudden crisis.

Wills & Wellness estate planning attorneys can help you set up both types of guardianships for your minor children or another dependent you have primary care for.

Contact us today for a consultation: https://na2.hubs.ly/H07Kp7w0

Accidental disinheritance happens purely by accident – either through procrastination or simply a lack of understanding ...
09/08/2026

Accidental disinheritance happens purely by accident – either through procrastination or simply a lack of understanding of how estate and probate laws work.

Divorces, remarriages, and other family dynamics can result in a lack of inclusion in an estate plan or as a beneficiary. Ask these 4 questions to analyze your situation and hopefully avoid an accidental disinheritance of a loved one: https://na2.hubs.ly/H07GsXz0

When it comes to estate planning, there are two types of guardianship to consider: guardianship of the person and of the...
09/03/2026

When it comes to estate planning, there are two types of guardianship to consider: guardianship of the person and of the estate. Both are important when it comes to creating a comprehensive plan.

Find out more about guardianships and their place in your estate plan, and then contact Wills & Wellness for a consultation: https://na2.hubs.ly/H07CqdB0

August 30 is National Grief Awareness Day and a poignant reminder that while we can’t minimize the sense of personal los...
08/30/2026

August 30 is National Grief Awareness Day and a poignant reminder that while we can’t minimize the sense of personal loss, we can make an estate plan that smoothes the transition in the aftermath.

Wills & Wellness estate planning attorneys are highly experienced in creating estate plans that evolve along with your life. We guide you through the process step-by-step, so that you walk away with a comprehensive plan and greater peace of mind.

Contact us today for a consultation: https://na2.hubs.ly/H07wFz90

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