Estate Planning
ESTATE PLANNING PROCESS
The initial process is an analysis of the client’s assets, personal and financial objectives. After analyzing a client’s needs, the next step is the preparation of estate planning documents.
Creation of the documentation necessary to facilitate the estate plan includes the preparation of wills, trusts, powers of attorney, living wills, and health care surrogates.
When ones estate requires a more sophisticated estate plan, then additional documents are prepared, for example, charitable foundations or charitable trusts, as well as a many other documents that may be necessary to fully implement the estate plan.
YOU NEED TO PLAN IF:
• You recently had a child, a second, third…
• You have minor children
• Your minor child inherited property valued in excess of $15,000.00
• You have a child with special needs
• You have a change in marital status, recently married, divorced, separated, or widowed.
• You are single
• You are a single parent
• You are in college
• You are in a non-marital relationship
• You had a change in financial wealth
Already have a plan?
You need an estate plan check up if:
Any of the above occurred,
You recently moved, or
Your estate plan was prepared several years ago
Planning how to distribute your estate after you die saves your family the need to try to carry out what they think you wanted and mental anguish to plan your funeral in what may be an unexpected, untimely passing.
You also need to plan for your health care needs and personal needs in the event you become incapacitated and cannot state your desires.
Estate Planning now will save your loved ones the burden to make decisions for you.
The Curran Law Firm is focused on helping clients meet their estate planning objectives.
Comprehensive planning now helps your family and loved ones carry out your desires and facilitate that your estate is properly managed and distributed.
Call 561.972.8084 today to schedule your Peace of Mind Planning Session to review your current plan or to get one in place.
