Keystone Law Firm - March 2023

Trust Matters MARCH 2023


Become More Productive This March It Starts With Goal Setting

We’re always looking for ways to be more productive. We may be implementing new strategies at work to streamline our daily tasks or cut down on the time it takes to do chores around the house. While productivity is crucial in nearly every aspect of our lives, we start to see a dip in it when March comes around each year. In March, many people start to burn out on their New Year’s resolutions, which halts their overall productivity. We can’t push ourselves to the brink during January and February and expect to keep up the same pace in the following months. It just becomes too much. That’s why I don’t set New Year’s resolutions in the first place. I’ve found it’s much more beneficial to my work style to set quarterly goals instead. When the new year arrives, I ask myself what I want to accomplish for January, February, and March. Then when March arrives, I take a moment to reflect on my goals. Hopefully, I’ve picked obtainable goals so I can accomplish them. Many make the mistake of setting goals that are too lofty or unrealistic, which is frustrating when they are unsuccessful. Another strategy that can help if you’re struggling to accomplish goals or finish projects is splitting them into smaller chunks. By completing smaller parts of the larger task, we re-energize ourselves to push forward with our goals. I set a goal this January to get more exercise so I can become more physically fit. I didn’t tell myself I needed to go to the gym every day and do a full-body workout. Instead, I committed myself to doing one little thing per day. It didn’t matter if it took me a few minutes or an hour; that daily physical activity motivated me to stick with it. It all comes back to giving yourself one win per day. Regarding estate planning, confusion often prevents people from being productive. I’ve talked to many people over the years who tell me they don’t know what to do regarding their wills, trusts, or estate plans. I always tell them three things to keep in mind for their estate plan. The first thing is that, in Arizona, just having a will is going to result in probate. That’s why we recommend living trusts for everyone. You can get this done almost anywhere, but remember that quality differences exist. The next thing to

remember is that you must know how to register everything you own in the name of that trust, which is a lot of work. It’s often easier to get help from professionals with this part of an estate plan. The final thing to keep in mind is something nobody wants to address, but it’s so important. After you have everything registered and your estate plan in order, you must commit to updating it yearly. Our situations change regularly, and we need to update our estate planning documents continually. We’re the only firm out there that takes care of this process for you and offers a guarantee for your lifetime. These three pieces of advice will help you manage your estate plan without confusion or frustration.

If you have any questions or need more information about estate planning, we’re here to help. Scan the QR code to be directed to our monthly webinars, or contact us directly for assistance!

-Francisco | 1

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