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Vacation Planning

School is out or almost out and you may have lined up a vacation or two.

Now is a good time to check to see if you have a plan in place to protect your family if something happens to you. Do you have enough life insurance for your spouse and children to make ends meet if something happens to you? Have you done a will to name guardians to raise your children if something happens to you and your spouse? Have you done a living trust to make sure your assets go where you want them to go in an easy and cost effective way – without probate? And if you have done a will and living trust, are they up to date? Are you still ok with the person you named five years ago to raise your children?

Estate planning doesn’t have to be a downer. It can be done quickly and simply, and you will feel good when you finish, knowing you’ve protected your family.

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