Yes, I am certifiably sick.
Empty nest syndrome.
Ok, so technically my husband and I won’t officially be empty nesters until August when we move our youngest off to college.
But we have already shifted into empty nest mode, planning future get aways and adventures together without the kids.
I enrolled a while back with some email services that notify me weekly of deeply discounted airfares out of the Pensacola airport to exotic places.
Although I haven’t yet booked an out of the country trip YET this year, I have booked us on two domestic trips together.
The first is to Denver for a long weekend in April and the other is to San Francisco with friends in September.
I am so freaking excited!
And yes, as you are reading this, I am actually flying home from Las Vegas following my Antelope Canyon 55K trail race with Crazy Amy and Crazy Jessica which I’ll write about next week.
Before booking airline travel, you must know some critical pieces of information, such as where are you departing from? Where are you going? Any special travel requests?
So too with crafting your estate planning “itinerary.”
Where are you starting from?
i.e. What assets do you currently own? What is the current titling of your assets? Who are your current beneficiaries and family members? Do you have any existing estate planning documents in place such as a Will or Trust?
Where do you want to end up?
i.e. Who do you want to inherit your assets? When do you want them to inherit?
Do you have any special requests?
i.e. Any special considerations with a spendthrift, disabled, or minor loved one? Children by a prior marriage? Is this your second or third marriage?
We cannot adequately craft your Family Succession Plan without knowing all of this information which is why we have all clients complete and return a Family Succession Planning Worksheet to our office prior to their consultation and also why we cannot quote flat fees for your plan in advance.
As Andrew and I shift into empty nest mode, we will also re-evaluate our own estate plans since becoming empty nesters is a major life event that warrants a review of our planning together.
We will do this as soon as I can peel myself away from the travel deals I am finding online!
Kristen “Unabashedly Racking Up the Frequent Flyer Miles This Year” Marks