Why summer is the perfect time to work on your estate planning
Why summer is the perfect time to work on your estate planning:
☀️ Slower Schedules = More Time
Summer often brings lighter workloads, school breaks, and vacation time—making it easier to carve out a few hours to focus on your family’s future without the usual stress.
☀️ Family is Top of Mind
Whether you're traveling, hosting cookouts, or spending more time with your kids, summer reminds us how important our loved ones are—making it the perfect time to ensure they’re protected.
☀️ Get Ahead Before the Year-End Rush
Many people wait until the holidays to think about planning, which leads to overbooked attorney schedules, rushed decisions, and the risk of bad winter weather. Starting in summer means you’ll be ahead of the game and have time to do it right while others wait, leading to attorney calendars being more open right now!
☀️ Emergencies Can Happen Anytime
Accidents and unexpected events don’t wait for a convenient season. Summer travel, outdoor activities, and road trips can increase risk—making it wise to have guardianship, powers of attorney, and a trust in place.
☀️ Peace of Mind = A Better Summer
When you know your children, assets, and healthcare wishes are protected, you can relax and enjoy your summer and the start of a new school year with true peace of mind!
Ready to get started on your planning, need an out of state attorney referral (for residents of any state outside of MO/KS), or just have questions? Call or email me; I am happy to help! Or schedule an initial consult today! Also, travel back to the homepage and sign up to receive the following free guide: “7 Key Ways Your Estate Plan Should Protect Your Kids”!