September seems to be the month that for so many of us, more than any other time of year, truly straddles two seasons. Toes in the sand still kissing summer goodbye, we welcome football Sundays and pumpkin spice lattes. With kids back to school and new routines to settle into, what better time than now to turn our attention to estate planning?
Welcome to August! It’s that time of year when we start to feel summer slipping away, and folks seem to be cramming in one last beach trip while simultaneously checking off items on those dreaded back-to-school lists. It’s no surprise that with the closing out of arguably the most care-free season, August is also deemed “National Make-A-Will Month.” With so much planning on the horizon, we might as well add the most important planning document to our to-do lists this month: a will.
I’ve never really given much thought to the expression “Christmas in July” until recently. As an estate planning attorney, as in any profession, my line of work is somewhat seasonal, and summer is arguably more relaxed. Summer presents a quieter, less busy season of life for many families, particularly families with young kids home from school. This allows for time to get things accomplished that may seem overwhelming during more hectic seasons of the year. Enter estate planning.
Oh my, time really does fly! How is it June already? It doesn’t seem possible! Remember that list of things you want to get done in 2022, including reviewing your estate plan to make sure that it is up to date? Well, you have another half year to get there. Don’t worry, though, just get it done – and soon!
With time flying the way that it is, now is a great time to check in with yourself and any important documents that might need tending to. As estate planning attorneys, we generally encourage our clients to review their estate plans every 3-5 years or after major life events. But what does this mean? And how does one make a worthwhile review and determine what they might need to change? Don’t stress. We have prepared a quick and handy mid-year questionnaire below to provide you with helpful prompts to guide you in this endeavor. And, as always, we are just a phone call away if you would like to schedule an appointment to discuss with us. Remember - this is your declaration of what you want to happen to everything you own after you pass; it’s important!
If summer vacation has you hyped, you’re not alone. After two straight years of travel restrictions, it is (finally) your time to shine. But if your packing list reads something like: Swimsuit? Check. Sunscreen? Check. Estate plan? ...well, it’s probably time to pay your estate planning attorney a quick visit so you can truly indulge in that poolside mojito.
You did it. You finally created a will, and oh, what a relief! You answered life’s biggest questions given your current life circumstances, and you feel at peace. Good job adulting! We applaud you. Now for the bad news: the job is not quite complete. The next decision you’ll need to make is where you are going to store your will, and it’s not as straightforward as one might think.
We’ve survived two years of a global pandemic, and with spring on the horizon, life feels hopeful again. With a renewed focus on family, friends, and the things that matter most to us, we are ready to dive back into life in a big way – celebrations, gatherings, and travel. Before throwing caution to the wind, I encourage each of us to plan for the uncertainties that lie ahead. While we navigate economic and political uncertainty, there has never been a better time to have an estate plan than now.
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