YOUR ESTATE PLANNING CHECKLIST Estate planning is a crucial part of financial management that ensures your hard-earned assets are distributed according to your wishes after you pass. Creating a strategic road map for transferring this wealth, minimizing taxes for those beneficiaries, and providing security for your loved ones is incredibly important. To start this journey, you must understand what documents are essential. Here is a checklist of important documents you should include in your planning. LAST WILL AND TESTAMENT The foundation of any estate plan is a last will and testament. This document outlines how you want your assets distributed and who will be responsible for executing your wishes. You don’t have to be retirement age to write yours. It’s best to be prepared as it allows you to appoint a guardian for minors. It must be clear and concise in your will to avoid misunderstandings and legal complications. LIVING WILL OR ADVANCE HEALTH CARE DIRECTIVE A living will or advance health care directive articulates your preferences regarding medical treatment in case you become unable to communicate. This document guides your family and healthcare professionals on decisions related to life-sustaining treatments, organ donation, and other critical matters.
CHAIR OF CHA You’re positioning yourself to receive fantastic health and recovery benefits
when you get into a massage chair. While those of us who’ve experienced the positive impacts know how helpful they can be, very few studies exist on the therapeutic benefits of massage chairs. Thankfully, that’s starting to change, and a fascinating report from Weber State University in Ogden, Utah, came out in 2018. My son and I delivered massage chairs to the Stress Center at the college, which gives students a place to rest and heal. Inside the center, they provide various machines and tools to decrease stress and pain. Sometime later, Dr. Michael Olpin and I had lunch. We discussed the idea of forming a study around using massage chairs. It was exciting to hear he and the staff had already been taking measurements before and after relief therapy for more than 4,000 subjects. He looked at blood
pressure, pulse, pain, and stress levels. Dr. Olpin discovered that students who used the stress relief center had significantly improved metrics after their treatments. He continued to collect that data and has since published three research projects on stress relief for college students. These are the first published
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FINANCIAL POWER OF ATTORNEY
Designating a trusted individual as your financial power of attorney is essential. This person will manage your financial affairs if you
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become incapacitated. Choose someone reliable and trustworthy to handle your finances. Take your time with this decision, as this person will control your finances.
BENEFICIARY DESIGNATIONS Many assets, such as life insurance policies, retirement accounts, and bank accounts, allow you to designate beneficiaries. Regularly reviewing these designations ensures that your assets go to the intended recipients without going through probate. REVOCABLE LIVING TRUST This last document is not necessary for everyone, but a revocable living trust can be a valuable tool in estate planning. It enables you to transfer assets into the trust during your lifetime and specifies how those should be distributed after your passing, avoiding probate.
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