THE HAPPINESS HACK Why Small Plans Can Make a Big Difference
When life feels overwhelming, or you just aren’t feeling your best, it can be difficult to find hope or joy. Sometimes, the best medicine is a little self-care in the form of simple activities and treats that you enjoy
most. One of the best ways to boost your mood is by planning something to look forward to. Whether it’s a favorite movie, a new painting class, or a tasty latte, prioritizing things that bring us happiness can empower us with hope. It’s like adding a bright spot in the future, making the tough days more manageable. What do you love? Your plan doesn’t have to be grand or complicated. Start by identifying activities that make you happy or that interest you. Do you love comedy movies or enjoy going to concerts? You might sign up for an improv class or buy tickets to see a
play. It can be anything that brings a smile to your face. Plan it. Once you know the activity, start planning. Our busy lives sometimes lack time for the little things that make us feel good. Treat your happiness like a necessary appointment and get it on your calendar. Spending time with your loved ones and friends also has a wealth of benefits for your mental health, so decide whether you want someone to join you. By planning to do things that bring you joy, you’ll feel more hopeful, balanced, and better equipped to handle whatever life throws your way.
Start the Year Right YOUR BEGINNING OF THE YEAR ESTATE PLANNING CHECKLIST
When the new year begins, many Americans look forward as they create their New Year’s resolutions. This is a time-honored tradition many participate in as they hope to improve a specific aspect of their lives. However, the beginning of a new year is also a great time to inspect your estate plan and ensure it still reflects your wishes for the future. Here, you’ll find a checklist for reviewing your estate plan. If you need to make any changes or simply want to ensure all your bases are covered, you can always call us for assistance! • Review and update your will or trust documents to ensure they still align with your wishes. Make sure your assets are titled into the
trust or have proper beneficiary designations. You don’t want your family to have to deal with probate when you’re gone. • Name or verify your power of attorney for health care and assets, plus a backup. This is who will make financial and healthcare decisions on your behalf if you become incapacitated and can’t make them yourself. Choose someone trustworthy. • Review your beneficiaries on your financial accounts and insurance policies to ensure you have the right people in place and that they are still alive. We handle probates where the named beneficiary died
first, and the designation was not updated. • Determine if your long-term care plan is still the best course of action for your personal desires. • Start planning for any impending life changes. Are you or your spouse facing an illness? Are you going through a divorce? Major life changes require updates to our estate plans. It’s better to start looking at your options and putting together your plan now instead of waiting until the life change is official. • Review your burial and funeral plans to ensure they still align with what you want. • Call us if you need assistance, guidance, or anything else!
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