Estate Planning for a Stress-Free Summer: Why Now is the Perfect Time to Get Your Affairs in Order
Summer is a time for relaxation, vacations, and making memories with loved ones. But while you're soaking up the sun, have you considered whether your estate plan is in order? Life's uncertainties don’t take a break, and summer presents the perfect opportunity to check in on your legal and financial future.
Whether you're planning a family getaway, heading off on an adventure, or simply enjoying a slower pace, here’s why now is the ideal time to create or update your estate plan.
1. Travel Plans? Make Sure Your Estate Plan is Set
Summer vacations are a great way to unwind, but they also highlight the importance of having your affairs in order before you go. Ask yourself:
✔️ Who would care for your children if something happened while you're away?
✔️ Do you have a healthcare directive in case of a medical emergency?
✔️ Are your financial and legal documents up to date?
Before you pack your bags, consider reviewing your will, trust, power of attorney, and guardianship designations to ensure your loved ones are protected no matter what.
2. A Perfect Time to Name (or Update) Guardianship for Minor Children
If you have young children, naming a legal guardian in your will is one of the most important estate planning decisions you can make. Without a named guardian, the court decides who will care for your kids if something happens to you.
Summer gives you the time to reflect and discuss this with family members. If you already have guardians named, it’s a great time to review and confirm that those choices still make sense.
3. Reviewing and Updating Your Beneficiaries
Many people set up beneficiaries on their life insurance, retirement accounts, and trusts years ago and forget about them. But life changes—marriages, divorces, births, and deaths—can impact your intended plans.
Use the slower pace of summer to:
✅ Confirm your beneficiary designations are accurate
✅ Ensure your estate plan reflects your current wishes
✅ Avoid probate complications for your heirs
4. Protecting Your Health & Finances with Essential Documents
No one wants to think about medical emergencies, but having a plan in place can relieve stress for your loved ones if something unexpected happens. Critical estate planning documents include:
Healthcare Directive (Living Will) – Outlines your medical wishes if you’re unable to communicate
Durable Power of Attorney – Allows someone to make financial and legal decisions on your behalf
HIPAA Authorization – Grants permission for someone to access your medical records
By preparing these documents, you ensure your family isn’t left making difficult decisions without your guidance.
5. Estate Planning Gives You Peace of Mind—So You Can Enjoy Summer!
Estate planning isn't just about paperwork; it's about protecting your loved ones, preserving your legacy, and eliminating stress for the future. With a plan in place, you can truly enjoy your summer knowing that you’ve taken the steps to secure your family’s future.
🔹 Haven’t started your estate plan yet? Now is the time.
🔹 Need an update? Let’s review your documents.
🔹 Have questions? We’re here to help!
At Zarda Law, we make estate planning simple, stress-free, and personalized to your needs. Contact us today to get started!
Schedule a Legacy Session HERE to discuss your current situation with Lisa and get personalized estate planning recommendations. Let's work together to secure your legacy and protect your loved ones.
This article is a service of Zarda Law, S.C. We do not just draft documents; we ensure you make informed decisions about life and death, for yourself and the people you love. That's why we offer Legacy Planning Session, during which you will get financially organized and make all the best choices for the people you love. You can begin by scheduling a Legacy Planning Session and mention this article to find out how to get this $750 session at no charge.
