Summer is peak travel season, and this issue of The Legacy Ledger is all about making sure your plans, both for your trip and for your legacy, are just as well-prepared as your suitcase. From navigating a nomadic retirement to protecting a beloved vacation home, this month’s articles explore how a little preparation now can prevent big headaches later.

What’s Inside This Issue of The Legacy Ledger?

Tamryn’s Takeaway: The Best Trips Begin with Good Planning
Tamryn opens this issue by drawing a parallel between planning a trip and planning an estate: both require preparation long before you actually need it. She encourages readers to revisit their beneficiary designations, powers of attorney, and overall estate plan to make sure they still reflect the life they’re living today.

Bon Voyage… But Plan First! Your Pre-Travel Legal & Financial Checklist
Before you leave for your next trip, this handy checklist walks through the legal and financial documents you should have in order, from health care directives to powers of attorney. It also covers home security, international travel prep, and special considerations for families traveling with children.

Traveling in Retirement
Thinking about a nomadic retirement lifestyle? This article walks through the financial and logistical realities of long-term travel, from downsizing your belongings to managing your finances on the road. It also covers practical considerations like maintaining a U.S. address, health insurance, and tax residency while living abroad.

Should You Put Your Vacation Home in a Trust?
For families with a vacation property, this article explains how placing that home in a trust can help avoid ancillary probate and simplify management if you become incapacitated. It also outlines how a trust can prevent family conflict over shared use, maintenance costs, and future ownership decisions.

Traveling? Stay Fit with These 5 Tips
Staying active while traveling doesn’t require a hotel gym or hours of free time. This article shares five simple strategies, from taking the stairs to quick in-room workouts, to help you stay on track with your health goals no matter where your travels take you.

Read the full July 27th, 2026, issue of The Legacy Ledger here.