Amidst the excitement of planning your summer getaway, one critical preparation often gets overlooked: estate planning. Though it might not be the first thing that comes to mind, a proper estate plan provides the peace of mind needed to truly enjoy your summer.

Summer Vacations: An Opportunity And A Reminder
While the anticipation of a summer trip is part of the joy, travel is inherently risky. Unexpected events can happen—it’s wise to be prepared. An updated estate plan ensures your loved ones are taken care of, and your affairs are in order, alleviating personal stress and providing clarity and security to those who matter most.

Key Elements of Estate Planning: Your Summer Checklist

1. Living Trust. Before setting out on your summer adventure, make sure your trust (and accompanying will) is current. A trust ensures your assets are distributed according to your wishes outside of court. A will is where you designate legal guardians for minor children should something happen to both parents. Both tools detail how you want your property and finances handled and who will care for loved ones in your absence.

2. Health Care Power of Attorney and Directive. Health emergencies can happen anytime. A healthcare power of attorney identifies who has the legal authority to make medical decisions on your behalf if you are incapacitated. A health care directive or living will specify your medical treatment preferences if you’re unable to communicate them. This directive can guide your loved ones and medical professionals in making decisions that align with your values.

3. General Power of Attorney. Appoint a trusted person to manage your day-to-day financial affairs on your behalf. A durable general power of attorney ensures that someone can manage your affairs, pay bills, and make critical decisions if you’re incapacitated.

4. Beneficiary Designations. Review and update beneficiary information on life insurance policies and retirement accounts so your assets go to the intended recipients without getting tied up in probate court.

The Peace of Mind Factor
Think of estate planning as another form of travel insurance. Just as you wouldn’t journey without ensuring your luggage is packed, don’t embark on life’s adventures without securing your personal affairs.
Having an estate plan provides invaluable peace of mind, letting you focus on vacation, knowing your loved ones are protected and your wishes will be honored if anything unexpected arises.

Trajan Wealth Makes Estate Planning Easy
Estate planning doesn’t have to be a prolonged or overly complex process. Our estate planning attorneys practice exclusively in estate planning and employ proven legal strategies and processes to efficiently guide you through the necessary steps. This summer, carve out time for estate planning. It’s an investment in tranquility, ensuring you can savor every moment under the sun.

About Trajan Wealth
Trajan Wealth, LLC was founded in 2012 by CEO Jeff Junior. Before his 20+ years in the financial services profession, Jeff served in the United States Marine Corps. He continues to serve his clients and employees with the utmost service, respect, and attention to detail.

By using low-cost, diversified portfolios under its fiduciary standard and working closely with its investment advisors and estate attorneys within one office, the company provides long-term support for client's retirement needs and estate plans, including wealth accumulation and tax planning strategies. The firm has locations across Arizona, Colorado, Florida, Georgia, Texas, Utah, and Illinois.

For more information or to schedule a complimentary consultation, visit https://trajanwealth.com or call 1-800-838-3079.

Disclaimer:
* Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Legal services are offered through ​Trajan® Estate, L.L.C. ​in Arizona and Utah, and independent law firms in other states.