Before Committing to Your Next Trip, Commit to Your Estate Plan




If you are planning a vacation, you probably have a lot to prepare for before you get away. Between structuring your itinerary, getting plane tickets, and booking hotels, creating an estate plan is probably not something you thought to add to your to-do list. But, think again and consider that now is the time to take action on this vital piece of your legal life planning.


If something were to happen to you while away on vacation, whether an illness, injury or even death, your family would be stuck with a huge mess to clean up.


The Barber family of Southern California is an unfortunate example. Mom, dad and three kids went on a roadtrip to Arizona where they were in a terrible accident. Mom and dad died, and their three boys were injured, but alive.


It took the authorities a couple of days to locate any relatives, during which time the boys were in the protective custody of strangers. A fate no parent ever wants for their children in a time of tragedy, fear and grief.


The family member that was located first was a sister of the mom and she promptly took the boys back to her home and didn’t let any other family members see the boys.


It took many hundreds of thousands of dollars and at least 7 lawyers to sort out the family fighting that ensued over both the boys and the assets left behind by the Barber parents.


And it all could have been easily avoided with a small amount of planning in advance.


Making the commitment now to create a comprehensive estate plan will ensure your loved ones will not be stuck in court or conflict, if the unexpected happens while you are on vacation.


At least 8 weeks before you leave, schedule a Family Wealth Planning Session with me. During that Session, I’ll get you more financially organized than you’ve ever been before (ensuring none of your assets are lost if you are injured on your vacation) and guide you to make informed, empowered and educated choices for yourself and the people you love most. If you are leaving sooner than 8 weeks from now, contact my office and let me know you need a rush Family Wealth Planning Session and I will see what I can do to get you started.


Whatever you do, do not just think a standard set of estate planning documents will serve you or your family. What you and your family need is a plan that properly addresses the care of your children (if you have minors at home), your assets and the parts of your life that go beyond just the money. I can explain more during the Family Wealth Planning Session.


This article is a service of the Law Office of Keoni Souza, LLC, an estate planning law firm in Honolulu, Hawaii. We don’t just draft documents; we ensure you make informed and empowered decisions about life and death, for yourself and the people you love. That's why we offer a Family Wealth Planning Session, ™ during which you will get more financially organized than you’ve ever been before, and make all the best choices for the people you love. You can begin by contacting our office today to schedule a Family Wealth Planning Session and mention this article to find out how to get this $750 session at no charge.


DISCLAIMER: All information available at this website are for informational purposes only and is not legal advice. You should contact an attorney directly regarding your specific situation. Use of and access to this website or any of the email links contained within the site do not create an attorney-client relationship between the Law Office of Keoni Souza, LLC and any users or any other party.

BLOG

CONTACT US

 

810 Richards Street,

Suite 770,

Honolulu, HI 96813

(808) 725-3456

  • Instagram
  • Twitter
  • Facebook Social Icon

All information available on this website is for informational purposes only and is not legal advice. You should contact an attorney directly regarding your specific situation. The use of and access to this website or the transmission of information via email or through this website does not create an attorney-client relationship between the Law Office of Keoni Souza, LLC and any users or any other party. Transmission of information via email or through this website may not be secure, therefore confidentiality cannot be assumed.  By using this website or transmitting information via email or this website, the user agrees to this information being collected, stored, or transmitted to a third-party.

©2020 BY LAW OFFICE OF KEONI SOUZA, LLC