I recently spoke with a planned giving expert about our practices. While my coaching practice slows during the holidays, his estate planning colleagues face a glut of legal work BEFORE a family goes on vacation together. Why? So the lawyers know how to distribute assets should something should happen to one or more family members overseas.
Lawyers, accountants, financial advisors, and estate planners should consider seasonally checking-in with clients to ask about upcoming vacations to ensure that everything is in order before the family trip to Ireland, Kenya, or Australia.
Let me know how it goes for you!