Is your Estate Planning Ready for Summer Vacation?

June 29, 2017
Lindsay M. Schoeneberger

As summer vacation hits its peak, we sometimes start thinking about estate planning before we board the plane for that long-awaited getaway.  We’ve put it off for one reason or another but is it time to just take care of it?  Figuring out your estate plan can seem overwhelming but a qualified and thoughtful estate planning attorney will answer all of your questions and help to make it easy.

What paperwork do I need?  Who do I appoint?  What do I need to appoint someone for?  What documents do what?  Do I need a trust?  Over the last few years, we’ve published several blog articles to help you sort through it all.  Here are a few posts that will help you feel more comfortable with the process of completing your estate planning.

The Three Estate Planning Documents You Need

This article is a great overview about the three documents every person needs.  It explains what they are and why you need them.  Confused about what you need?  This is a great place to start.

What is a Fiduciary and How do I Pick One?

Did you know that in the most basic estate plan you can have at least three different fiduciaries?  Don’t know what one is or what role they play?  Give this article a read.

How to Prepare to Meet with an Estate Planning Attorney

Finally decided it is time to meet with an attorney to discuss your estate plan?  This article will help prepare you for the first meeting, what to consider, what to bring, and what to expect.

Have more questions about estate planning?  Check out our estate planning archives by selecting Estate Planning in the Topics & Authors drop down menu on the right. Stay tuned for new articles on estate planning coming soon!

Lindsay Schoeneberger is an attorney at Russell, Krafft and Gruber, LLP in Lancaster, Pennsylvania. She received her law degree from Widener University School of Law and practices in a variety of areas, including Estate Planning.