This Summer, Make More Than Just Memories – Make a Plan

Summer has arrived, bringing sunny days, backyard barbecues, and family reunions that fill our calendars with joy. As we gather with loved ones and soak in the season’s best moments, it’s easy to get caught up in the fun, and that’s exactly why this time is so meaningful.

When everyone’s together, laughing and sharing stories across generations, it reminds us of what really matters. And that makes it the perfect time to reflect on how we can protect the people we love, not just today, but for the future too.

So ask yourself:

• If something happened to me tomorrow, would my family know what to do?

• Are my wishes written down and legally protected?

• Have I had the conversation with my spouse, parents, or children about our long-term plans?

• Are my home, business, or life savings protected from probate or other legal issues?

• What will happen to our family’s legacy if we don’t plan now?

• Do I want to have an estate plan, living trust, or will in place?

• If not, what’s holding me back?

These aren’t easy questions, but they are essential ones. While it’s easy to get swept up in the fun of summer festivities, it’s also the perfect time to reflect and plan. The truth is, none of us can predict what tomorrow will bring. And the greatest gift you can give your family isn’t just memories, it’s peace of mind.

Why Talk About Estate Planning Now?

Family Is Together. One of the biggest challenges in estate planning is making sure everyone is on the same page. Summer reunions provide a rare moment when multiple generations gather, grandparents, adult children, siblings, even grandchildren. These gatherings present a unique opportunity to start conversations that matter.

Avoid Uncertainty and Conflict. When a loved one passes away without a clear plan, it can cause confusion, stress, and conflict. Families often find themselves in probate court, facing high legal fees and emotional strain, all of which could be avoided with proper planning.

Preserve Your Legacy. You’ve worked hard for what you have; your home, your savings, your business. Estate planning ensures that your legacy lives on exactly as you intend, and that your assets are distributed according to your wishes, not left to chance.

What Is an Estate Plan—and Do You Need One?

An estate plan is a comprehensive set of legal documents that outline how you want your assets handled after your death or if you become incapacitated. It typically includes:

• A Will: Specifies who will inherit your property and who will care for minor children.

• A Living Trust: Helps avoid probate, provides privacy, and allows for efficient transfer of assets.

• Power of Attorney: Appoints someone to handle your financial and legal matters if you can’t.

• Advance Healthcare Directive: Details your medical wishes if you’re unable to speak for yourself.

And yes, everyone needs one. Estate planning isn’t just for the wealthy. Whether you own a modest home or a thriving business, if you have loved ones who depend on you or assets you care about, you need a plan.

Every Family Is Unique—So Every Plan Should Be Too

Every family is unique, so every estate plan should be too. You may have a blended family or be in a second marriage, a child with special needs, aging parents who rely on you, a family-owned business, real estate in multiple states, or concerns about debt, taxes, or Medicaid eligibility. These situations call for customized legal solutions. At Cardon Law, we understand that estate planning isn’t one-size-fits-all. Attorney Jeffrey Cardon and our experienced team take the time to understand your goals, concerns, and family dynamics. We don’t just draft documents, we build lasting relationships and craft plans that reflect your values. We don’t just draft documents, we build relationships and plans that reflect your values.

Common Questions Families Ask (Do You Know the Answers?)

1. Whom would I trust to make medical or financial decisions for me if I couldn’t?

2. Does my will need to be updated after a divorce or new marriage?

3. If I don’t have a trust, will my estate go through probate court?

4. Are my life insurance and retirement accounts going to the right people?

5. What happens if I leave my home to my kids, but one of them is going through a divorce or bankruptcy?

6. Is it possible to prevent conflict among my heirs?

7. What happens to my digital assets (online accounts, photos, etc.) after I pass away?

8. Can I keep my family’s information private and out of public court records?

9. How do I care for a loved one with special needs without affecting their government benefits?

If you’re not 100% confident in your answers, you’re not alone, and that’s exactly why having the right legal team matters.

Let’s Start Planning—Together

At Cardon Law, we believe that estate planning is more than documents; it’s a lasting act of care for your loved ones. It’s how you continue to care for the people you love, even when you’re not here to do it yourself.

Our attorney Jeffrey Cardon offer thoughtful, customized solutions for:

• Wills & Trusts

• Power of Attorney

• Healthcare Directives

• Probate Avoidance

• Medicaid & Long-Term Care Planning

• Business Succession Planning

• Special Needs Trusts

• and more.

We guide you through each step with clarity and compassion, because we know it’s personal.

This Summer, Take the First Step

While you’re enjoying the season, don’t let the opportunity to plan ahead pass you by. Whether you’re just getting started or need to update an outdated plan, we’re here to help. Schedule a free consultation with Jeffrey Cardon to start building a customized estate plan that brings peace of mind and long-term security. Call us at (801) 225-6700 or visit us at Cardon-law.com. Make this summer count, not just with memories, but with meaning. Your family deserves it. Your future deserves it. Plan smart. Live well. And we’ll be here every step of the way.