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The Best Father’s Day Gift for Dad (free $500)!

Have you thought about what to get your partner, spouse, father or grandfather for Father’s Day this year? Maybe all the typical gifts are coming to mind like sports memorabilia, beer brewing kits, music or concert tickets, or a day of family fun including bike ride and picnic! Those are wonderful gifts and any Dad would be delighted to receive them. But there’s one gift that is sure to last an entire lifetime and you might not have thought about the special impact it can have. What is it? An estate plan! Yes, that mysterious collection of documents that you’ve heard about here and there throughout your life. How can that possibly be the best gift for Dad this Father’s Day?


An estate plan is the best gift for Dad this Father’s Day because it will give him PEACE OF MIND—that elusive feeling of total calm, knowing that he will have the right documents in place during emergencies so that his medical decisions are never delayed, his finances are maintained in the short-term in case he is unable to manage them temporarily, that his kids will always be cared for and raised by people he’s chosen and trusts, and that if something ever happens to him permanently, that his family will be okay because they’ve ideally set up a Living Trust to protect assets and distribute them at age-appropriate times for important things such as health care, college, a vehicle, or whatever else is needed throughout life.


Father’s Day is a day to honor and celebrate all fathers in all stages of life. We’re inviting all Dads, including Grandfathers and Fathers, to our upcoming talk “Beards, Beards & Babies” hosted by Bonnie’s husband, Tom Bowles, co-creator of the Wills & Wellness name and Bonnie’s number one support from the start. He knows first-hand what a great deal estate planning can mean to a family and he’ll be sharing how protecting your children and assets is truly the greatest gift you can give to your family.


We’re offering a special promotion for Father’s Day!


All you have to do is send your special Dad to our “Beards, Beards & Babies” talk on Tuesday, June 24th from 5:30 – 6:30pm (spouses, friends, parents of course all welcome, but Dads do need to be there!), set up a free consultation with us after the talk, and engage with us on either a Family Plan, Trust Plan, or Wealth Plan, and receive a full $500 off your plan if you engage by July 31st, 2014. (Plus, enjoy free beers, a welcoming kids play area, and an estate planning talk by a cool Dad who knows his stuff!).


RSVP today to reserve your spot. Just click here.


And….Dads who have already been to a talk are more than welcome to come enjoy a beer and listen again, or, skip the talk and set up an appointment. Any Dad or Grandpa who engages with us before the end of July, 2014 will also be able to enjoy this special discount!


Contact us today for more information. And…Happy Father’s Day!

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Friday May 9th, 2014 Podcast

HaystackRadio 05-09-14

Kevin Flesch of Flesch Law talks personal injury and mistakes that are made when in personal injury cases.

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How to get creative with trusts – even for plants!

Want to read a news story that will make you smile? Check out the Wall Street Journal’s recent story about a woman’s trust that provides funds for her house plant.

Ronna Scoratow has no companion that has been by her side longer than her 42-year-old philodendron. It may very well be that her plant outlives her. What would happen to her plant if something happens to her? Great question!

The same question applies to your minor children, your pets, and even your plants. If you’ve poured sweat and tears into caring for a Bonsai tree, wouldn’t you want to make sure someone who cares just as much as you is prepared to step into your shoes – and perhaps more importantly, that this person has funds available to continue the high level of care you prefer?

Before you embark on a do-it-yourself version of providing funds for the ongoing care of things very close to your heart, check in with an attorney who can explain the process.

First, you can’t leave funds directly to a non-human such as a pet or plant.

Instead the funds have to be left in the care of a person who is directed on how to use those funds, such as for the continuing care of your prized possession. Plenty of people have tried to leave funds directly to a pet (and even a plant it seems), and the result almost invariably is court intervention to settle disputes among beneficiaries about where the funds should ultimately go.

Next, you need to choose someone who cares about your valuables as much as you do and who you fully trust to do a good job in your memory. If you leave a lump sum of cash along with your pet or plant, the person isn’t required to account to anyone whether the funds were actually used for the care of your pet or plant. The funds could ultimately be used however the recipient wants, even if it has nothing to do with your pet or plant. This may not be so bad if the cash gift is small, say $500 or less. But beyond that you might want to consider a “pet trust” or “plant trust.”

With a trust the guardian of your pet or plant is required to account for how the funds are used for the care of the prized item you’ve leave to the trustee. This ensures that the funds are used for pet food, vet bills, plant care, and so on, versus the trustee’s own desires.

The same holds true when you plan for how your assets will provide for your minor children if something happens to you.

If you leave funds to a person outright trusting they will use it for your children, they are not legally obligated to, even if morally obligated. The funds could be used for anything under the sun and could even end up in the hands of that person’s ex-spouse or creditors.

A better idea follows the recommendation above – set up a trust where you’ve specified who benefits from your assets (for example, your children, your pet, or your plants) and then select who is in charge of the assets for the benefit of who you named. This trusted person is required to keep your beneficiary’s best interest at heart, with the added benefit that you don’t have to worry about the trustee’s ex-spouse,

creditors, or anyone else who could make a claim against your children’s, pet’s, or plant’s inheritance.

About the author: Bonnie Bowles, Estate Planning Attorney and Organized Mom, is the Co-Founder & Co-Owner of Wills & Wellness, a modernized law firm helping families with their very important estate planning and ensuring their estate plan matches their goals, concerns, and desires exactly. Bonnie educates families on the pitfalls of probate and how estate planning that focuses on serving you for your lifetime can help. If you want to have an estate planning consultation “check-in,” check out, contact us below, or call 720-266-8190 today.

Some plants outlive their owners. What happens to the plant if something happens to you?


Article contributed by Wills & Wellness.

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Friday May 2nd, 2014 Podcast

HaystackRadio 05-02-14

Family Estate Planning Attorney Bonnie Bowles, of Wills and Wellness, described the process of probate and how it can be avoided.

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Monday April 28th, 2014 Podcast

HaystackRadio 04-28-14

Criminal Defense Attorney Joe Lazzara joins us to discuss marijuana law and the responsibility of those who possess the drug.

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