Attorney & Mediator
Attorney & Mediator

Back to School – for Adults Too

School Bell

The end of summer is capped by the beginning of

school house

the school year.  If you have ever had kids, you know that this is really the beginning of the “new” year.

Summer fun is over for the most part, we are getting ready for autumn – closing up the garden, putting things away.  The holiday season is still a distance off.

This is the time to pull out the “to do” list.  What did you mean to get done during summer – but the summer fun got in the way?  What is still sitting there – nagging at you.  Things that you know you should get to – but they never seem like front burner issues.  It is time to get down to business before you are once again too busy and too full of excuses to tackle these nagging, yet important issues.

One of these is estate planning and financial planning.  It is time to make an appointment with your financial planner if you have one – and if you don’t you need to find one.  It is also time to make an appointment with an estate planning attorney.

If you don’t have an estate plan – it’s time to get one done – young or old, rich or poor, healthy or sick.  You need a plan!  It might be a very simple plan – or it may be quite complex involving trusts.  In either case, this is the time to get down to business and get started.  In this way, you will have it completed in plenty of time to get ready for the holidays.  If you don’t, it will continue to nag at you as an undone to do.

What do you need to know to get started?  The hardest part is deciding who.  Who will be your Personal Representative or Trustee?  Who will be your Agent under your Durable Power of Attorney?  Who will be your Patient Advocate under your Durable Power for Health Care?

Once that is decided, the rest will fall into place.  Your estate planning attorney will give you options and various tools to accomplish your goals and purposes.

If you don’t get started – you will never be done.  No more excuses!  Make an appointment to get started today.