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  • Writer's pictureCatherine Swan

What Mom Really Wanted for Mother's Day

Did you bring her breakfast in bed? Call her long distance? Send her a homemade card?

All of these are thoughtful and sweet, but we’ve got to tell you something:

They’re not what Mom really wanted for Mother’s Day.

Every time we talk with moms around Routt County–when we sit on the floor at playgroup or we break out the puppets for a demonstration of how estate planning really works–we hear from moms who really, really want to make a plan. For some reason, they have a hard time getting the rest of their family–ahem, Dad–on board.

It’s not Dad’s fault that it’s so hard for him to plan. We learned from this awesome article about dads and estate planning that the male hesitance toward planning is a perfect storm of masculine values and a lack of modeling from their own fathers.

Yet dads who plan find it brings them real peace of mind. A little planning now goes a long way in the future.

There are so many reasons why estate planning is important for families with young children. In fact, it gets more important all the time–as we travel more, as paperwork becomes more complex, as laws change.

You probably already know that estate plans give you peace of mind, help maintain harmony among families, and take a great burden off your family if something happens to you. There are many other reasons to make a plan.

For Your Mom:

If you have an aging mother, an estate plan can make sure she’s cared for, even if something happens to you. This is especially important if you support an aging parent financially! When you die, that money is no longer guaranteed to them. We can make sure they are part of your plan.

If you have a mother who hasn’t made a plan yet, making your own plan can inspire her to do the same, offering her more protection in an emergency. Medical decisions are especially important in this case.

For the Mother of Your Kids:

She’s the glue that holds you all together. And if anything happened to her, you’d want as much specific detail as possible about how to raise the kids. A legacy plan provides all that information–what she values, why she made certain decisions, and what she expects in the future.

You want to set her up financially, so she can take care of herself and the children if anything happens to you. Legacy planning helps you get your ducks in a row.

It’s not too late! Make an appointment, and show her you’ve been listening to all those hints she’s been dropping lately. Give Mom what she really wanted, and make her the happiest Mom in the world!

And you know what, moms? If you really can’t get your partner to plan, we urge you to come in and make your own plan. You’ll feel better knowing that you did it, and you can finally get that well-deserved peace of mind.

To get started: call Kate at 970-879-1572 or email

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