Summer may be a season of sunshine and relaxation, but it’s also an ideal time to take care of important personal matters such as planning your estate. Whether you’re gathering with family, enjoying a slower pace, or simply taking stock of where things stand mid-year, this season offers a unique opportunity to ensure your legacy is protected and your wishes are clearly documented. Here are five reasons why summer is the perfect time to start, or revisit, your estate plan.
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More Flexible Schedules
Summer often brings lighter workloads, vacations, and a break from the usual routine, giving people more time and mental space to focus on important but often delayed tasks—like estate planning. -
Family Gatherings Spark Conversations
With holidays, reunions, and trips, summer offers natural opportunities to gather with family. These moments can prompt meaningful conversations about values, legacy, and planning for the future. -
Mid-Year Reset
Just like reviewing your finances or health goals mid-year, summer is a smart time to assess your estate plans and make sure your documents still reflect your wishes and current life circumstances. -
Back-to-School Season is Coming
If you have children heading to college or turning 18, summer is a key time to put plans in place—such as healthcare proxies, powers of attorney, or guardianship designations. -
Disaster Preparedness Season
Summer also means storm season in many parts of the country, especially the Midwest, as Kansans are well-aware. Reviewing or creating your estate plan, including important contacts and documents, ensures your affairs are in order in case of an emergency.
If you have yet to complete your estate plan, or have an existing plan that has not been reviewed in the past 3 years, consider reaching out to an elder law attorney for guidance.
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