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.

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