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.