If you’re planning on taking a summer vacation this year, it can be an excellent idea to use some of your planning time to consider some important estate planning issues as well. When you go on vacation you will want to be sure that you have everything you need in place should something happen. Here are three tips to consider.
Get organized.
Whether you are single, married with children, or are a retiree with grandchildren, you need to have all of your important information organized and in place before you go on vacation. If someone needs to access important documents, those people need to know where to look. Keep your information in a safe place and let close family members know where and how to access it if needed.
Get updated.
If it is been more than a couple of years since you last looked at your estate plan, now would be a good time to go back and review it. Go over your will, medical directives, trust documents, and anything else that you made. If you see anything you need to change, contact your estate planning attorney as soon as possible so you can make the changes before you leave.
Get started.
If you haven’t started estate planning at all, taking the time to get started before you leave for vacation is very important. If something should happen to you or your family while you are gone, you will need an estate plan in place to protect against any needless complications that could arise.
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