#AssetProtection
Frequently Asked Questions about Multigenerational Planning: Important Conversations to Have about Money
Question 1: If I tell my family about my wishes regarding my money and property, can I still make changes? Absolutely. Whom…
Myths about Multigenerational Planning: Important Conversations to Have about Money
Myth 1: My estate plan is just for me, so I don’t need to tell anyone anything about it. False. While the…
HOW TO GIVE YOUR LOVED ONES YOUR HARD-EARNED LIFE SAVINGS
HOW TO GIVE YOUR LOVED ONES YOUR HARD-EARNED LIFE SAVINGS The Curran Law Firm 601 Heritage Drive Jupiter, FL 33458 …
Myths and Frequently Asked Questions: Helping Clients Give Away Their Money and Property- Part 1
Myth #1: I Don’t Have Enough Assets for an Estate Plan A common misconception is that estate planning is only for the…
Planning for Your Spouse’s Inheritance
Estate Planning for Your Spouse: What You Need to Consider For those who are married, ensuring that your spouse is cared for…
Tailoring Inheritance for Different Beneficiaries
How to Customize Your Estate Plan for Different Beneficiaries Once you’ve decided who will inherit your assets, the next crucial step is…
Deciding Who Gets What in Your Estate Plan
Don’t Let This Crucial Question Derail Your Estate Plan: Who Will Inherit Your Assets? Creating or updating your estate plan can…
Right of Occupancy Checklist
Giving a loved one the right to occupy a piece of real estate after you have passed away is a great…
Crafting Your Legacy: Advanced Trust Strategies for Business Executives
Business Executive/Business Owner–Estate Planning–Part Two As a business executive, your vision and strategy have not only propelled your career but have also…
Considerations to Maintaining Control While Giving Away Your Money with a Grantor Retained Interest
Are you at or nearing the estate tax threshold and own a home, other property, or accounts that could appreciate in the…
