Back-to-School: Time to Sharpen More Than Just Pencils
Backpacks are packed, lunchboxes are labeled, and the school year is officially underway! While your kids are focused on spelling tests and soccer practice, this season is also the perfect time for parents (and grandparents) to do a little “homework” of their own—reviewing their estate plan.
Why Now?
Life moves fast. Kids grow, circumstances change, and before you know it, the plan you put in place a few years ago may already be outdated. Back-to-school is a natural reminder to check in and make sure your family’s future is protected.
3 Quick Assignments to Ace Your Estate Planning:
Name Guardians – Who steps in if the unexpected happens? If you have children, this is the single most important question your estate plan should answer.
Update Beneficiaries – New baby? College-bound teen? Family dynamics shift quickly—make sure your accounts and trusts reflect your wishes.
Sign Powers of Attorney – Once your child turns 18, you lose automatic access to their medical and financial info. A couple of simple documents put you back in the loop if an emergency strikes.
What About Probate?
Think of probate as summer school for your family, long, stressful, and something everyone would rather skip. Without a solid estate plan, your loved ones may face court delays, added costs, and extra stress at an already difficult time. With the right planning, you can help them avoid it altogether.
Let’s Make This the Easiest A+ of the Year
At the Independence Legal Group, PLLC, we make estate planning simple, clear, and, dare we say, stress-free. Whether you need a quick review, a brand-new plan, or help navigating probate after a loss, we are here to help your family succeed.
So while the kids are hitting the books, let us help you check “future planning” off your list. Call us today to schedule your consultation, you will earn some serious extra credit with your family.
