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What Time of Year Is Best for Estate Planning?

Summer time

At first glance it might seem like an odd question, but it is one that gets asked with some frequency: What is the best time of year to plan for my estate?

The simplest and probably best answer to that question is that the best time to plan for your estate is whenever estate planning is on your mind. If you are thinking about getting an estate plan, then you should do so no matter what time of year it is.

As the Lowell Sun points out in “Summertime is right time for estate planning,” other answers are also possible.

The article suggests that getting an estate plan in the summer is good because many estate planning attorneys also handle real estate transactions. The summer is generally a slow period for real estate, so attorneys might have more time to focus on your estate plan.

That is all true, but many attorneys only do estate planning and elder law so the advice might not be applicable for the attorney you want to use.

Getting an estate plan when you do your taxes is also considered to be a good time of year since you will already have many of your financial documents easily accessible.

The best answer, however, is still the first.

If you are thinking about getting an estate plan, do not worry about what time of year is best to get one.

Get an estate plan as soon as you think about getting one.

Reference: Lowell Sun (July 17, 2016) “Summertime is right time for estate planning

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