Thursday, January 2, 2014

Happy New Year . . . Now What?

Happy New Year . . . Now What?

Happy New Year to you and yours.  My posts have been a bit more sporadic since Thanksgiving thanks to friends and family and down time well spent.  I sincerely hope you have all had a happy holidays with family, friends, feasting and fun.

A gentle reminder, while some people change the smoke detector batteries every January 1st, a new year is a great time to consider your family and your planning. Do you have a will? Do you need a trust? Do you have health care directives? My suggestion is that you now take time to review your important financial and legal papers and consider talking to your Estate Planner. If you don't have one, I would be glad to consult with you and see if I can help you plan for your family and your future.

Thanks for reading my greeting and shameless plug for work.  Next time we will get back talking about Wills and a few special features of such gifting, including giving use versus giving ownership, in a discussion of Life Estate or gifts of Fee Interests, and the gifting of single properties to multiple owners, and the creation of joint ownership. 

After we finish talking about Real Estate, we will wrap up Wills by talking about giving the family business and lastly, we will go over residuary gifts.  We will also have a specific discussion about gifts to minors.  We will wrap up Wills with some other discussions including charitable gifts.  After that, I hope to have special discussions on taxes.  In the meantime, I hope you will let the New Year trigger a review of your Estate Plan with your “A” Team, or at least begin to seek out an Estate Planning Attorney to start this process.  Stay tuned for future blogs.  However, if you have any questions, feel free to respond below, or if you are interested in learning more about an Estate Plan, Wills, Trusts, Advanced Healthcare Directives, or Divorce, Custody, Visitation, Child Support, Spousal Support, Property Division, Modifications, Remarriage, or Pre-Nuptial Agreements, please contact me at please contact me at, or through my other websites,, or for Fred Begun.