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Estate planning tips to remember before you travel

by Legacy Plan
April 6, 2016

Many people will travel during the late fall and winter months. Before you embark on your trip, you should make sure your plan is in order. A main concern is evaluating any life changing events that you have experienced, and determining what that means to your plan.

Many people undertake trips throughout the year. Some may make a shorter trip to see family at Thanksgiving or Christmas, or others may plan a larger wintertime vacation escape cold weather. Of course, summer is a popular time to take a trip. Regardless of your reasons, as you prepare to travel, your “to do” list should include taking a look at your estate plan.

If you haven't completed an estate plan yet, now would be a good time to get that executed prior to your trip. Having your will and/or living trust executed and in place can provide you with a sense of relief from knowing that, if something unfortunate happens on your travels, you have a “roadmap” in place for your loved ones to follow to implement the legacy you want to leave behind.

It is also important to make sure that you have powers of attorney and a living will created, as well. Should you become ill or injured while you are away from home, having these documents will make certain that the person you want to make decisions for you has the legal authority to do it. To make sure that all of the planning decisions you make are well thought out, give yourself enough time to get your plan set up; don't just contact your attorney a few days before you are scheduled to leave.

If you have already created a plan, make sure that it is up-to-date. If you have experienced any life events, such as family births, deaths, marriages, divorces, etc. since you last updated your plan, you will want to look into creating the appropriate update documents to make sure that your plan paperwork still reflects your planning goals. This can include checking on, and potentially updating, many items, including not only your will, living trust, powers of attorney and living will, but also any financial accounts or other assets that have death beneficiary designations attached to them.

In the event that you have minor children or children with disabilities still at home with you, it is extremely important that you make sure you have a plan in place to ensure their care. In your will, you can name the person you want (and who has already agreed) to serve as the guardian of your children. If you've already named someone, now may be a good time to review that choice, to consider whether that person is still best suited to handle this role. If you do not name anyone as a guardian, the courts will be forced to select someone without any input regarding your wishes.

How do I create an estate plan?

There are numerous options and scenarios to consider when developing an estate plan that protects your legacy and achieves your objectives, and important decisions should be made with the advice of qualified lawyers and financial experts. Membership with Legacy Assurance Plan provides members with valuable resources and guidance to develop comprehensive estate plans that take life's contingencies into consideration and leave a positive impact for generations to come. Legacy Assurance Plan members also receive peace of mind that a team of trusted, experienced professionals will assist them in developing legal, financial and tax strategies that will meet their needs today and for years to come through periodic reviews.

This article is published by Legacy Assurance Plan and is intended for general informational purposes only. Some information may not apply to your situation. It does not, nor is it intended, to constitute legal advice. You should consult with an attorney regarding any specific questions about probate, living probate or other estate planning matters. Legacy Assurance Plan is an estate planning services company and is not a lawyer or law firm and is not engaged in the practice of law. For more information about this and other estate planning matters visit our website at

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