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Travel Season is the Right Time to Check Your Estate Plan

June 11, 2018 |

This is the time of year when many clients realize that they need to better plan for their absence from the area.  Although the risk of catastrophe is probably greater during our regular lives, most of us focus more on our mortality before we embark on big vacation or adventure.  Clients report feeling relief knowing that, if both parents were suddenly gone, they have planned for the financial and personal needs of their children.

Some of the steps taken include: creating Wills with Trust and Guardianship for minor children; a medical authorization permitting a child’s temporary caretaker to consent to necessary medical care, or a notarized statement permitting one parent to travel out of the country with the child.

A recent couple traveled overseas without their children and needed to empower the children’s caretaker to consent to medical care, if needed.  This drafting also relieved the couple, as they were glad that they had prepared for the emergency, however unlikely.  It turned out that one of their daughters needed urgent medical care during the parents’ travel.  More than the relief they felt on departure with plans in place, the couple felt like the effort actually helped their child and her caretaker through what could have been a legally challenging medical emergency.  The caretaker was able to make emergency medical decisions consistent with the recommendation of the child’s doctor.

Sometimes, one parent takes the young child to Canada for what could be a short weekend trip.  Imagine the frustration when Canadian immigration refuses entry because the traveling parent did not bring a signed notarized permission from the other parent. 

Benjamin Law Group, PLLC has experience helping clients through these and other estate planning techniques to facilitate travel and increase the protection for your beloved family.  Please contact us if you think you might need assistance.

Filed Under: Estate Planning, Estates

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