Let’s be honest:
When you think of summer, you probably picture flip-flops, fireworks, and maybe a road trip or two—not estate planning.
And yet… summer might just be the perfect time to finally get this done.
Yes, we said it.
Here’s why:
1. You Actually Have a Little More Margin
With school out, co-op paused, and sports schedules (slightly) lighter, summer can give you a bit more breathing room.
It’s not a total break—homeschool parents know better than that—but the change of pace creates space for things you’ve been putting off.
Like finally getting your will, trust, and guardianship decisions in place.
2. You’re Already in “Family Mode”
Summer is full of reminders of what really matters.
We slow down. We take trips. We make memories.
And those very moments—the ones where we’re fully present with our kids—are the best reminders of why we plan ahead.
Because we don’t want to leave those kids (or their future) to chance.
3. It Feels Good to Start Fall with a Clear Conscience
Imagine walking into the school year knowing this is done.
No more nagging guilt in the back of your mind.
No more “someday, we really should…” conversations.
Just a solid plan—and peace of mind that your family is protected, no matter what.
Because let’s be real: Once fall hits, it’s like getting slingshotted straight into the holiday season.
School picks up, activities multiply, and before we know it—it’s January.
That’s why now is the moment.
4. You’re Already Thinking About the Big Picture
Summer tends to stir up reflection.
Whether it’s a long drive, quiet mornings on the porch, or watching your kids play in the backyard—these slower moments often lead us to big questions:
“What kind of legacy are we building?”
“What would happen to them if something happened to us?”
Those thoughts aren’t a burden—they’re a gift.
And they’re exactly why now is the perfect time to put your family’s plan in place.
5. Summer Memories Deserve Long-Term Protection
The best parts of summer aren’t the places you go—they’re the moments you create.
Water balloon fights. Fireflies. Laughing until your sides hurt.
These memories shape your family’s story—and they deserve to be protected.
Estate planning isn’t about being morbid.
It’s about making sure the life you’ve built together stays protected—so the people you love can keep making memories, even if you’re not here.
Ready to Make Summer Count?
You don’t have to tackle this alone.
Whether you’re ready to get your plan in place—or just starting to explore your options—we’re here to help.
You can watch our free masterclass to understand the essentials and avoid the most common pitfalls:
Watch: Protecting Your Family—Why a Will Isn’t Enough
Or if you’d rather talk it through, you can book a no-pressure call with us to ask questions and see if this is the right step for your family:
Schedule a Free Legacy Planning Call with Jim
Either way, we’d be honored to walk this road with you.
Because the most meaningful plans don’t start with paperwork—they start with love.
With gratitude and sunscreen,
Jim & Beth
