Is a Time for Planning A TIME OF SUNSHINE
June is a month of transition. Caught between two seasons, it reminds me that life is never stagnant. When spring rains give way to our balmy Georgia summer, and the days once again become shorter and shorter, I can’t help but reflect on moments of change like this. After all, accepting this change has everything to do with planning for the future. For example, most of us will be enjoying the sunshine this month, and we should! As an avid lover of our state’s natural beauty, I relish the chance to get
Many people who come to our firm are in the early summer of their lives. Plenty of turbulent weather may lie ahead, and winter will come eventually. Understandably these individuals want to enjoy their sunshine years, and they should! But they should also give themselves the peace of mind that they have a plan for when the seasons shift. My job is toughest when people trick themselves into believing in an endless summer. They may accept that their time on this earth is limited but fail to see how the lives of those around them may change.
are right now. But what if his son’s job requires him to move out of state? What if his daughter’s children decide college isn’t for them? This is why I don’t believe in a “perfect plan.” Just like nature, the needs of our loved ones and our relationships with them change over time. It’s as inevitable and unpredictable as a summer storm. But by putting in the work now, while it’s still sunny out, you can create a plan with the flexibility to meet these changing times. The garden where my fiancée and I are getting married this July is a perfect example of the kind of planning I believe in. It’s filled with a huge variety of flowers, but they don’t all blossom at once — there’s no “perfect” time of year to visit. Instead, the kinds of flowers are varied according to the different seasons, so no matter what time of year it is, something will be in bloom. Happy gardening,
outdoors and enjoy the fresh air. But I also take time in June to prepare my home for the shifting weather.
For example, let’s say a man with two adult children comes to me wanting a “perfect plan.” He wants to designate his son, who lives close to home, to be his primary caregiver and inherit the
My fiancée and I just finished cleaning up
our yard. When the extra demands of summer lawn care crop up, we won’t have extra work to do in the hot sun, and we’ll be prepared for any sudden summer storms. This is something I help my clients with all the time — not actual yard work, but planning for an uncertain future.
family home, and he wants his daughter’s children to be the primary beneficiaries of his trust to help them afford college. That sounds perfect — for things as they
Do you have estate planning or elder law-related questions? Write to me at email@example.com with Asked and Answered in the subject line. Your identity will be kept confidential. The opinions offered in this column are not intended to replace or substitute any financial, medical, legal, or other professional advice.
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