{"id":1937,"date":"2022-01-11T00:00:00","date_gmt":"2022-01-11T00:00:00","guid":{"rendered":"https:\/\/wordpress-257273-2704704.cloudwaysapps.com\/newsletters\/three-steps-to-helping-clients-find-their-happiness-and-honor-it-with-their-estate-plan\/"},"modified":"2022-01-11T00:00:00","modified_gmt":"2022-01-11T00:00:00","slug":"three-steps-to-helping-clients-find-their-happiness-and-honor-it-with-their-estate-plan","status":"publish","type":"newsletters","link":"https:\/\/ortizgosalialaw.com\/newsletters\/three-steps-to-helping-clients-find-their-happiness-and-honor-it-with-their-estate-plan\/","title":{"rendered":"Three Steps to Helping Clients Find Their Happiness and Honor it with their Estate Plan"},"content":{"rendered":"

Not only is January the first month of a new year, it is also a time when many celebrate Hunt for Happiness Week (January 16-22, 2022). Happiness is something that humanity, in large part, has spent a tremendous amount of effort pursuing throughout history. Early on, happiness likely came from simple victories such as having a full belly, surviving another day, or simply staying warm. Over time, with the progress of civilization, happiness may have come from more complex sources such as art and literature, family and romantic relationships, religious worship, access to a wider variety of food and drink, education, and novel experiences. For many people, a lifetime is spent accumulating wealth in the effort to find happiness. But does the mere accumulation of wealth guarantee happiness? It depends on who you ask, of course. But most people will agree that happiness can be found from a variety of sources beyond total dollars reflected on a balance sheet.<\/p>\n

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<\/a>When it comes to your clients finding happiness for themselves and their loved ones, consider how their estate planning might play a role in that process. The following steps can help ensure that the effort your clients put into their estate planning will contribute to their happiness and their family\u2019s happiness rather than potentially diminish it. <\/p>\n

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<\/a>Step 1: Ask your client to identify and prioritize the experiences and activities that bring them the most happiness.<\/b><\/p>\n

<\/a>Rather than simply assuming that property or cash will bring continuing happiness to your client and then their family when they are gone, it is important to think about how their money and property can be used to generate happiness. Here are some examples:<\/p>\n

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