Your Vacation Checklist

The summer heat and humidity are surely here to stay for another month or two, and hopefully you have time for at least one more getaway before the arrival of pumpkin-spice-everything. Whether you’re heading to the beach, hiking in the mountains, or exploring a new city, we have some suggestions for ways to make your trip even more relaxing.

If you have minor children and have managed to leave them at home, have you given their caretaker the authority they need to take care of them in an emergency? There are a few ways to approach this depending on your state, but most of them are variations of a Power of Attorney or a Standby Guardian Designation.

Have you officially designated back-up medical decision-makers if both you and your spouse are injured on that amazing parasailing trip? If you haven’t decided on at least two tiers of medical decision-makers, you could be setting your family up for conflict, and, the person you would trust the most to manage your health may not come out on top. Set up or review your Advanced Directive for Healthcare to make sure your wishes are clear so you can parasail in peace.

We can help you check these hidden items off of your vacation to-do list, in addition to creating or updating your will or trust and other important estate planning documents.

Posted in Law

Let’s Talk About Bruno

Sometimes, for kicks, attorneys who do estate planning imagine how they would go about creating a will or trust for a family from a popular TV show (yes, we know it’s weird and we don’t care). The Brady Bunch is a classic example, and the Modern Family crew is interesting too. But lately, the Madrigal family from Disney’s Encanto has been on my mind (and on a continuous loop on my TV).

One of the most popular songs from the movie is called “We don’t talk about Bruno,” in which family members explain their encounters with a mysterious uncle who disappeared under suspicious circumstances. Perhaps his secrets can reveal some of the complicated dynamics at play in the present. Perhaps all this secret-keeping wasn’t the best move. Perhaps not talking about him was actually making their situation worse!

Every family has unique dynamics and challenges, strengths, and secrets. When we work with a family to create their estate plan, we take the time to learn their values and the situations and relationships that are unique to their family. There’s no one-size fits all family; there’s no one-size fits all estate plan. The process of creating a will or trust to plan for the future invites us to navigate complicated scenarios together. We can help you understand the tools that support the priorities you have for your family – Brunos included.

Posted in Law
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