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Curran Estate & Elder Law, PLLC
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Becoming a Client

Understanding the Three P’s of Estate Planning

#1 – People

Who are the Important People in your life? Beginning with yourself, they also likely include your loved ones: your spouse if you are married, children and grandchildren if you have any, perhaps your parents, siblings or other relatives. Beyond these, however, “Important People” also could include charities, special causes, colleges or universities, or churches to which you are committed. For some, “Important People” could even include pets. Spend some time thinking about the impact others have had on your life. Make a list and jot notes if you like. This is where the planning process truly begins.

#2 – Property

By Property we mean your assets in general. Make a list of the assets you own or control. At this point, you do not need to identify insurance policy numbers and exact dollar values. Rather think through your assets in terms of their nature (cash, stocks, bonds, real estate, etc.); their value in thousands of dollars; and your ownership interest: Do you own assets in your name only, in joint tenancy with someone else, or through a trust agreement or some other arrangement? Be sure to include often-overlooked assets like life insurance (the death benefit, not the cash value), business interests, and any inheritance you may expect to receive.

#3 – Plans

After identifying the Important People in your life and your Property, the next step is to consider the plans you would make for those people (including yourself) and that Property in the event of your own incapacity or death.

Who would you name to make decisions for you if you could no longer do so yourself? Would the same person handle your finances and your personal and health care decisions? Who would care for your minor children? How would you distribute your assets to your heirs? Would you prefer to spare your heirs the potential cost and hassles of the probate process? Would you like to minimize the impact of estate taxes ... or maximize the impact of a charitable bequest? Is there someone in your family with special needs for whom you would like to provide? Is there someone who perhaps should not receive a great deal of (or any) money without some outside oversight?

These are just a few of the issues to consider when approaching the planning process. They are much more important than the “treasure hunt” for legal documents at this stage.

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Client Success Stories

The staff at Curran did a great job taking care of my fathers needs. The staff were all very friendly and accommodating to his mobility issues and in general were quite good to work with. I would highly recommend Curran for all of your estate planning.
Gerry Foster
Gerry Foster
Rose and company were professional and very helpful with my estate planning. I feel secure for myself and my kids!
wmObe
wmObe
Knowledgeable and professional service and review of the various options that exist for our estate planning needs.
Kathleen Nevel
Kathleen Nevel
Curran Law was exceptionally helpful answering questions about next steps for my aging parents. They were extremely generous with their time.And, their knowledge of elder care was extensive.
Christy Strazzella
Christy Strazzella
Curran Estate prepared an Estate planning portfolio for my husband and I. The staff were very friendly and knowledgeable. They took the time to answer any questions and everything was done in a timely and professional manner.
Rhonda Gartland
Rhonda Gartland
Rose is the best. I continue to recommend Rose, and Curran to everyone. I truly do!!!
Cindy Kurtz
Cindy Kurtz
we were very pleased with all they did , and would have been lost without them. We would recommend them to anyone .
Fred Heckman
Fred Heckman
This law firm helped our family with a complicated situation of one parent in a nursing facility and the other parent living at home. Thank you so much for your help and compassion..
Maidmariondesign
Maidmariondesign
I can not say enough about how thankful my brother and I are for the help we have received from Susan, Lois and Sean for our elderly Aunt. When we first met with them, our Aunt was in the process of moving from an independent living situation into personal care. To our dismay, the care she received after this move was extremely inadequate and bordered on neglect. Susan spent hours helping us find and set up appointments with several other personal care facilities and we were able to move her within a week and a half. Once she was settled in, Lois worked with our Aunt to make sure her will and living will were up to date. Susan and Lois were so caring and patient with both our Aunt and ourselves, they made a very stressful situation much easier to handle. Sean has also been a huge help as we navigate selling our Aunt's property. We have been extremely satisfied with all aspects of guidance and services provided for the care of our Aunt.
Tammy Taylor
Tammy Taylor
Curran Estate & Elder Law, PLLC

1212 Liggett Ave.
Reading, PA 19611

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