(561) 935-9763
Maura Curran, Attorney
Jupiter, FL 33458

Important Estate Planning Tips

If you are considering creating an estate plan or updating your current plan, below are several tips for your considerations:

  • The most important advice I can give you is not to delay. All the good intention in the world will not help if you do not take action.
  • You need more than a will. A will only provides a benefit after you die. It is important to have documents to protect you while you are still living, such as a healthcare directive or financial power of attorney.
  • If you create a trust, make sure you fund it. A trust only protects assets that are transferred into your trust.
  • Store your estate planning documents where they are safe and easily accessible when they are needed.

We can provide many other tips to help your estate planning process be a success, so contact Maura Curran today to schedule your appointment and get started on your estate plan.