(610) 609-7828
Watch Our Webinar
Home » Becoming a Client
Curran Estate & Elder Law, PLLC
Book an Initial Call Now

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.

When You Are Ready

When you are ready to meet, please complete the Book A Call form and we will be in touch.

A Team That Truly Cares

Book A Call With Us Today

To get started, please book an initial 15 Minute Consultation with Curran Estate & Elder Law, PLLC
Book an Initial Call Now

Client Success Stories

Very helpful. Staff genuinely cared about our needs.
Dan Clouser
October 26, 2022.
A delight to work with. Curran Estate Services are truly in the business of helping people!
Julie Krasley
September 29, 2022.
Very thorough. Friendly, compassionate, knowledgeable staff.
Ron Hirneisen
August 31, 2022.
5 Stars is not enough! If I could, I would give Curran Estate & Elder Law a 10-star review … and here is why: • They listen to you and your situation. The first question Sean asked me was, “How about we begin with you telling us about your family and the need for our services?” I had come to them as a caregiver for a spouse with a diagnosis of Alzheimer’s. Both of us were in need of Medical and Financial Powers of Attorney, Last Will & Testaments, and Living Wills. • They really do care about you and your family. The February day we were to meet with Sean to have the legal documents signed, a snowstorm began. Rather than have my homebound spouse go out in the weather, Sean, Lois, and Susan came to our home. The Curran Estate & Elder Law team takes a genuine interest in you. As we were going through the process of selecting persons to be our Powers-of-Attorney, the Curran Team wanted to know about each person we chose. • They know what they are doing. Sean and the Life Care Team reviewed our particular situation and made recommendations based upon our needs. They do not have a “one size fits all” approach to their work. • They communicate very well and explain things thoroughly. Each staff member is very good at explaining what each legal document means. • They completed the necessary work in a timely manner. In a surprisingly brief amount of time, we were notified that all the legal documents were complete and could be reviewed at our convenience. The Life Care Plan offers the expert services of the law firm plus a compassionate Elder Care Coordinator. I have leaned on the Elder Care Coordinator for helpful guidance and suggestions. I have received an immense amount of help from the Elder Care Coordinator when placing my loved one in various skilled nursing and memory care facilities. I am relieved in knowing I have the Elder Care Coordinator as a trustworthy guide through these days. For the last 18 months, by utilizing the services of Sean Curran and the Life Care Program Team, I have found relief and peace of mind in knowing that my loved one will be taken care of for the balance of her life. With gratitude, Rev. Paul L. Jones
Bahia Paw
July 20, 2022.
Fantastic top-notch law firm . They do professional and thorough work. They have fantastic and helpful work ethic. Great personalities and thoughtful. Our family feels protected and satisfied with the work Curran Law does. Thank you all.
james walker
May 31, 2022.
The entire Curran Estate and Elder Law team is fabulous! They are so kind, caring and patient. Not like your typical lawyers. Highly recommend them to help navigate the complex elder law and Medicare system.
Nancy Panza
May 10, 2022.
Suffering the loss of a loved one and having to deal with the probate process can be overwhelming. Gina was very professional and compassionate while helpng me through the process. What was becoming a nightmare for me was completely and quickly resolved. Everyone I came in contact with in the office was very kind and helpful.
Joanne Malys
May 5, 2021.
Sean deserves 10 stars ! But I can only give him 5 stars! He is caring & honest.. I am from out of state, and I needed help with elder care law concerning a family member. Sean returned all my phone calls and emails in a timely fashion. His prices were reasonable. I'd recommend Curran Estate & Elder Law to anyone who needs elder law services!
Ed K
March 18, 2021.
Extremely compassionate, knowledgeable and understanding during an extremely stressful, life changing event. Thank you for your patience and support.
M M
March 8, 2020.
Curran Estate & Elder Law, PLLC

1212 Liggett Ave.
Reading, PA 19611

Get Directions
IMS - Estate Planning and Elder Law Practice Growth Advisors
Powered by
camera-videophonechevron-down