As a new year arrives, new resolutions will be made!

One such resolution is to complete an estate plan. One of my favorite Authors, James Clear, writes in his book Atomic Habits, that in order to succeed, you need to take small steps to arrive at your goal. He once said that “Action relieves anxiety,” stressing, “Its hard to fear a problem when you are making progress on it.. even if progress is imperfect and slow.”

It will be spring before we know it, and another year will pass without accomplishing your goals. So start small with easy ways to countdown to less stress in 2023.

We want to protect our lives, our autonomy, and our future to enjoy the years to come worry-free. Here are six ways to enjoy a stress-free 2023!  The countdown begins:

6.- Complete Health Care Directives.

Unless your wishes are explicitly in writing and legally sufficient, doctors and hospitals are not required to follow your wishes. Medical personnel are not legally bound to listen to your loved ones, even if “they know what you would want.” In fact, it is forbidden to speak to your loved ones without the necessary HIPAA Release in place. Ensure every required healthcare document, including a Health Care Surrogacy, is completed and readily available to your loved ones.

5.- Appoint a Durable Power of Attorney.

This is potentially your most important document. Your POA “Agent” is someone you would trust your life with … literally. While deciding who should be your POA, you must be comfortable with them handling all financial matters. You should get the help of an attorney, as the laws are constantly evolving and state specific. In Florida, it must be witnessed, notarized, and have specific provisions initialed.

The remainder of my December 2022 article can be found here.

Contact me to help you reach these goals without stress! Remember, as with anything, start small, and you can check off these to-dos step by step.

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