09/03/2026
A late summer trip can expose an estate planning gap you did not know was there. ✈️ If you become ill, injured, unreachable, or unable to manage financial or medical decisions, the right documents need to be current and accessible.
Start with your will, power of attorney, health care proxy, trust documents, and beneficiary designations. 📄 Check whether your executor, agents, trustees, guardians, and backup decision makers are still the people you want serving in those roles.
Access matters just as much as the documents themselves. Trusted people should know where originals are stored, how to obtain appropriate copies, and whom to contact in an emergency. 🔐 Carrying every original while traveling is not necessary and can create its own risks.
For families with minor children, caregiver and travel arrangements may require additional planning. Emergency contacts, health insurance details, medication instructions, and parental availability should be clear. Mahserjian & Mahserjian-Ortiz, PLLC helps families in Saratoga review whether their planning still reflects current wishes, relationships, property, and financial circumstances. 📋
Read the full article for a practical estate planning checklist to review before travel: https://www.jeanmahserjian.com/estate-planning-documents-before-summer-travel-ends/
Before the summer travel season ends, review the estate planning documents that could matter if you become ill, injured, unreachable, or unable to handle