Welcome to Week 2 of Feel Good February! Last week, we secured our “helpers” with the Guardian Duck. This week, we are shifting our focus to the things you own and the people you love. We call this The Treasure Duck.
When people think about estate planning, they often worry about the complexity of their assets. The Treasure Duck is here to show you that planning isn’t about the math—it’s about the clarity that comes from knowing exactly where everything is and where it’s going.
What is the Treasure Duck?
The Treasure Duck is all about your “Asset Inventory.” It ensures that your hard-earned assets—your “treasure”—are protected and passed on according to your wishes, without the stress of a scavenger hunt for your loved ones.
To get your Treasure Duck in a row, we focus on these key elements:
- Wills & Trusts: The legal roadmaps that dictate how your assets should be distributed.
- Asset Inventory: A comprehensive list of what you own, from bank accounts and real estate to family heirlooms.
- Beneficiary Designations: Ensuring your life insurance and retirement accounts are updated to match your current wishes.
The “Feel-Good” Factor
Think about the last time you finally organized a cluttered junk drawer or a messy closet. That feeling of “ahhh, I can breathe now” is exactly what the Treasure Duck provides for your entire life’s work.
When your assets are unorganized, they represent a “rough edge” in your life—a source of low-level anxiety. By smoothing those edges out, you replace chaos with coastal calm. You gain the confidence that comes from being organized, knowing that your family won’t have to navigate a legal maze to find what they need.
Simple Steps to Get Organized
You don’t need to be a financial expert to line up this duck. Start with these three “Sea Glass” steps:
- The Paper Trail: Gather your most recent statements for bank accounts, 401(k)s, and investment portfolios.
- The Heirloom List: Think about the items with sentimental value. Who would cherish your grandmother’s wedding ring or your favorite collection?
- Check the “Hidden” Assets: Remember to review digital assets (like online accounts) and beneficiary forms on your insurance policies—these often get overlooked!
Follow Along This Week
Don’t miss our social media updates this week! We’ll be sharing a “Duck Dive” video on why beneficiary designations are more powerful than you think, and we’ll be providing a downloadable Asset Inventory Worksheet to help you start your list today.
Ready to feel organized? Let’s get your Treasure Duck in a row!
#FeelGoodFebruaryDucks #TreasureDuck #OrganizedLife #EstatePlanningSuccess #SeaGlassCalm
Legal Notice: This content is for educational purposes and should not be construed as legal advice. Every case is unique; please consult with a qualified professional before taking any action based on the information contained in this post. Use of this content does not create a professional-client relationship.
