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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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Our attorneys take pride in helping you make the right decisions for your family and your future.

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Client Success Stories

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
January 6, 2024.
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
December 12, 2023.
Recently, I had some concerns around elder law and Sean walked me through of all them, in detail, and helped me understand what to expect in coping with the cost of providing care to an aging parent. The matter was handled with the utmost empathy and professionalism and I would highly recommend their offices to anyone.
Olivia Jaindl
Olivia Jaindl
December 6, 2023.
I cannot express how grateful I am to Rose and Angela for all of their hard work during the estate/probate process! They were so diligent yet caring, professional yet approachable. They were always there for questions - of which there were many - and concerns. This is the team of wonderful ladies you need to help with your estate planning and probate - HIGHLY recommend them!
Kelly Carbonara
Kelly Carbonara
November 13, 2023.
The staff is always extremely pleasant and helpful. Rose Kennedy does a fabulous job of taking the time to explain everything, more than once if need be, and willing to answer any questions.
Lisa Care
Lisa Care
September 1, 2023.
They were very kind and helpful to my brother and me. They took the time to review our situation and offered us options. Highly recommend their services!!! Thanks. 😎
Kurt Manderbach
Kurt Manderbach
September 1, 2023.
This lawfirm is excellent. They are so knowledgeable and experienced in estate planning. Sarah at the front desk is responsive, welcoming and helpful. Rose Kennedy is a top notch attorney with a strong attention to detail, very knowledgeable in her field, great at presenting information in an easy to understand manner and very compassionate. We highly recommend Curran.
Leo and Lily
Leo and Lily
August 22, 2023.
When my father passed away in March 2022, I had never lost an immediate family member, and I was unprepared for the deluge of paperwork that followed. I also was not prepared for the way that grief would make simple things extra difficult. Luckily, my dad had set up a trust with Sean Curran’s guidance in 2016. It not only protected his assets, but it allowed us to work with Rose Kennedy and Angela Young for the estate administration. I truly do not know what we would have done without the kindness and guidance of Rose and Angela. I will never forget talking with Rose from the bathroom of my dad’s hospice room. It was far past office hours, but she was calmly determined to help me understand what steps I needed to take next. She even texted me after the call with detailed instructions in case I was unable to remember because of my emotional state. My gratitude for her compassion and patience continued to grow throughout the following year as she and Angela continuously went above and beyond to help us with every challenge that arose as we sold our dad’s house, filed inheritance taxes, and encountered numerous other tasks that I never could have figured out without their step-by-step guidance. I will always have a special place in my heart for the calmness that Rose and Angela brought me throughout the overwhelming and emotional process of losing a parent. Every person I’ve encountered at Curran Estate and Elder Law has been professional, helpful, and kind. I can’t imagine going through this process without their support and wisdom. Thank you!
Cindi Delinsky
Cindi Delinsky
July 29, 2023.
Curran Estate & Elder Law handled my fathers estate for me. They were incredibly helpful and answered all of my questions. I did very little, everything was completed by them. I would strongly suggest if your looking for an Attorney to handle your parents affairs, give Curran Estate & Elder Law a call!
KIM STRICKER
KIM STRICKER
July 26, 2023.
I would highly recommend Curran Estate Elder Care. They guided and helped with our estate planning, protection of assets, writing of our wills, power of attorney documentation and also care management for my spouse. They offer a great support system. Great people to work with.
Lil Myers
Lil Myers
July 20, 2023.
Curran Estate & Elder Law, PLLC

1212 Liggett Ave.
Reading, PA 19611

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