Snowbirds, are you getting ready to leave for the South?
The holidays are upon us. Most people are planning for the Christmas holidays and nothing could be further from their mind than estate planning and legal affairs.
Many of our snowbirds have already flown south for the winter; however, there are a number that stay here until the holidays are over. If so, don’t wait until the Monday before you are ready to leave to address those estate planning issues that were on your mind last month.
If you are taking copies of your documents with you, do you know where they are? Now is the time to look.
When you find them, take a quick look at them to see if they are accurate. If changes need to be made, now is the time to call your attorney for an appointment. There is still plenty of time to make amendments to your documents.
Scrambling at the last minute is not pleasant for anyone. A little planning now will assure that you are all ready to fly south after the holidays.