Midyear Checkup for Your Estate Plan A SMART START TO SUMMER
Summer always seems to hit the reset button. The weather warms up, travel plans take shape, and most of us shift into a lighter, more relaxed mindset. Paperwork is probably the last thing on your mind, but this season is the perfect time to check in on things you might otherwise put off. It won’t take much time away from family vacations and long weekends to ensure your estate plan matches your life today. Summer is the perfect reminder. Travel has a funny way of sparking reflection. Maybe sitting on an airplane or packing bags gets you thinking about the what-ifs you’ve meant to address. Taking time for a quick mid-year review can help you catch small but important changes. Even if everything still looks good, giving it a once-over now could save you from headaches later. Summer also comes with a little more free time and breathing room. With work schedules shifting and school breaks in full swing, it is easier to focus on personal tasks that often get pushed aside during the busier parts of the year. Here’s what you should review. The first thing to double-check is whether your decision-makers are still the people you would choose today. Are your named guardians, executors, or agents still the right fit? Relationships and circumstances
change, and your documents should reflect that. Next, look at how your assets are titled. If you’ve opened new accounts, bought property, or made other investments, you will want to make sure everything aligns with your existing plan. Finally, take a look at your powers of attorney. These documents are critical, but they sometimes cause issues if they are several years old. Banks, hospitals, and other institutions may hesitate to honor outdated forms, especially in emergencies. Reviewing and refreshing them every few years is a simple way to avoid delays and keep your plan strong. A little planning goes a long way. Life doesn’t stand still, and neither should your estate plan. A quick review now can give you peace of mind, whether you’re crossing state lines or simply crossing a few things off your summer to-do list. If you need help getting started, our team is here to guide you every step of the way.
Inspired by AllRecipes.com
TERIYAKI BEEF SKEWERS
Ingredients • 1 1/2 cups light brown sugar • 1 cup soy sauce • 1/2 cup pineapple juice (optional) • 1/2 cup water
• 1/4 cup vegetable oil • 3 large garlic cloves, chopped • 4 lbs boneless round steak, cut into 1/4-inch-thick slices • Bamboo skewers soaked in water
Directions 1. In a large bowl, whisk brown sugar, soy sauce, pineapple juice, water, vegetable oil, and garlic together. Drop beef slices into the mixture and stir to coat. 2. Cover bowl with plastic wrap and marinate in the refrigerator for 24 hours. 3. Remove beef from marinade, shaking to remove excess liquid. 4. Thread beef slices on skewers in a zig‑zag pattern. 5. Preheat grill to medium heat and lightly oil the grate. 6. Cook beef skewers for about 3 minutes per side until the meat is cooked through.
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