Friday, January 17, 2014

The Home Front

The Home Front

Hello Folks.  A little delay in further posts on my blog.  Currently undergoing the pleasure of home improvements.  More precisely a full kitchen remodel with some adjoining rooms.  Floors, cabinets, appliances, basically the works.  So that is my excuse for not getting back on track.

That said, there is a good point to this story.   Estate Planning is a tool to plan for the the future, with awareness of what you have.  Many times, when I start to work with a new client, through my detailed process, we usually discover some assets that have been forgotten.  Maybe the retirement account or life insurance policy for that 2 year job, 20 years ago.  For most people, their house and their retirement may be the single most important assets they have.  As such, take care of what you have and plan for more, bigger, better in the future.  Maybe that remodel is a good use of your time and money.  Thanks for reading this little digression and a statement for common sense.  Next blog will hopefully be back on track.

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 fbegun@gmail.com, or through my other websites, www.fcbegun.com, or www.linkedin.com for Fred Begun.