Page 11 - Jupiter West - November '19
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Jupiter West, Page 11
      Is Your Estate Plan As Stale As Last Week’s Ham Sandwich?




      Five Reasons To Update Your                          If anything in the following five categories has occurred     4. Change in Circumstances. Circumstances change.
                                                                                                           It’s a fact of life – and when you’re the beneficiary or
                                                         in your life since you signed your estate planning documents,
      Estate Plan                                        call us now to schedule a meeting. We’ll get you in ASAP to   fiduciary of an estate plan, those changes may warrant
                                                         make sure you and your family get protected.      revisions to the plan. Common examples include:
      Submitted by Anné                                    1. Marriage, Divorce, Death. Marriage, remarriage,     • Children and grandchildren attain adulthood and are
      Desormier-Cartwright, Esq.                         divorce, and death all require substantial changes to an estate   able to serve in trusted helper roles.
        Estate plans are almost                          plan. Think of all the roles a spouse plays in our lives. We’ll     • Relationships change and different trusted helpers need
      magical: They allow you                            need to evaluate beneficiaries, trustees, successor trustees,   to be named.
      to maintain control of your                        executors/personal representatives, and agents under powers     • Beneficiaries or trusted helpers develop overspending
      assets, yet protect you should                     of attorney.                                      or drug / gambling habits.
      you become incapacitated.                            2. Change in Financial Status. A substantial change in     • Guardians, executors, or trustees are no longer able (or
      They take care of your                             financial status – positive or negative – generally requires   no longer wish) to serve in their preassigned role.
      family and pets. And, if                           an estate plan update. These changes can be the result of     • Beneficiaries become disabled and need a special needs
      carefully crafted, they reduce                     launching, winding down, or selling a business; business and   trust to receive government benefits.
      fees, taxes, stress, and time                      professional success; filing bankruptcy; suffering medical     • Guardians for minor children divorce, move to a new
      delays. Estate plans can even                      crisis; retiring; receiving an inheritance; or, even winning   state, or are, otherwise, no longer appropriate to serve.
      keep your family and financial affairs private. But one thing   the lottery.                           5. Changes in Venue. Moving from one state to another
      estate plans can’t do is update themselves.          3. Birth, Adoption, or Death of a Child / Grandchild.   always warrants estate plan review as state’s laws differ.
        Estate plans are written to reflect your situation at a   The birth or adoption of a child or grandchild may call for   Changes may be needed to ensure that you’re taking full
      specific point in time. While they have some flexibility, the   the creation of gifting trusts, 529 education plans, gifting   advantage of – and not being penalized by – your new
      bottom line is that our lives continually change and unfold in   plans, and UGMA / UTMA (Uniform Gifts to Minors Act /   state’s laws. This is also true when purchasing a second
      ways we might not have ever anticipated. Your plan needs to   Uniform Transfers to Minors Act) accounts. We’ll also need to   home outside of your state.
      reflect those changes. If not, if will be as stale as last week’s   reevaluate beneficiaries, trustees, successor trustees, executors/  Estate Plans Are Created To Help, Not Hurt, You
      ham sandwich and can fail miserably.               personal representatives, and agents under powers of attorney.     Old estate plans get stale just like old sandwiches do.
                                                                                                           You wouldn’t rely on last week’s ham sandwich for lunch;
                     27 Year old Networking Group has 47                                                   please don’t rely on your estate plan from yesteryear. If
                                                                                                           you’ve experienced any of the changes we’ve mentioned
              members that want to refer business to you!                                                  in this article, it’s time to come in and chat. We’ll review
                                                                                                           your estate plan and make sure you and your loved ones
                              Where:  Abacoa Golf Club                                                     are protected.
                                                                                                             If you have questions about this or your estate plan and
                              When:  Wednesday morning from 7:30 am - 8:45 am                              what documents are necessary schedule a consultation
                              Who:   Visit our website to see if your category is available.               today  by  calling  our  office  at  (561)  694-7827, Anné
                                                                                                           Desormier-Cartwright,  Esq.,  Elder  &  Estate  Planning
                                                                                                           Attorneys PA, 480 Maplewood Drive, Suite 3, Jupiter, FL
                                                                                                           33458.
             Interested?  Join us for a complimentary breakfast to  nd out more.                             The content of this article is general and should not be
                                Call Marc Weinberg at 561-262-4724                                         relied upon without review of your specific circumstances
                                                                                                           by competent legal counsel. Reliance on the information
                                                                                                           herein is at your own risk, as it expresses no opinion by
             The Palm Beach’s premier exclusive networking                                                 the firm on your specific circumstances or legal needs.
             organization for extraordinary business owners.          www.pbbainc.org                      An attorney client relationship is not created through the
                                                                                                           information provided herein.
                      Pet Matters



                        by Pat Deshong, President of Furry Friends                                           This is what Furry Friends is all about…rescuing, rehabilitating,
                        Adoption, Clinic & Ranch                                                          and giving homeless companion animals their best future… no
                                                                                                          matter how long it takes to find it. We invite you to come visit us!
           "For the Love of Animals" features                                                             Our website is www.furryfriendsadoption.org.
        real stories happening at Furry Friends                                                              Furry Friends depends on the generous support from donors
        in Jupiter. We are The Humane Society                                                             like you. Without Furry Friends, the future of the many animals
        of  Greater  Jupiter/Tequesta  and  the                                                           we save would be uncertain. Thank you for donating and helping
        only no-kill shelter open to the public                                                           us continue our animal saving mission.
        in northern Palm Beach County.  We’ve                                                             Ways to donate (tax ID #59-2111273):
        been rescuing, rehabilitating, and re-                                                            1. Mail a check made payable to Furry Friends to 401 Maplewood
        homing the homeless animals in our                  When considering adding a furry family member to your   Drive, Ste. 8, Jupiter, FL 33458.
        community  for  more  than  30  years.           family, please visit our Palm City Ranch at 4841 S.W. Zarrella   2. Visit www.furryfriendsadoption.org
        Our not for profit 501c3 organization            Street.  All of our adoptable dogs and cats are now at our ranch   3. Call us with your credit card information at 561.747.5311 ext. 1
        consists of our Jupiter based Adoption           but by the time you are reading this article, we may very well have   “Your donation creates the possibilities to make miracles
        Center, Veterinary Clinic (open to the public), Thrift Boutique,   furry residents in our new Jupiter home at 100 Capital Street in   happen for our Furry Friends”
        and Palm City Ranch.                             the Jupiter Commerce Park!  Call us at 561-747-5311 ext. 2 for
                                                         information!
                                                            Blessings to you for your support and faith in us… all for the
            Call it gender discrimination at its cruelest.  An unimaginable   LOVE of animals!
         fate.  “If you people don’t take them, I’m going to drown them.
         I don’t have any use for female hounds.”  These were the wicked
         words from a local breeder to rescuers conducting animal relief   Patricia Deshong, President
         efforts in the Bahamas.  He only wanted male dogs so his plan
         was to rid himself of the females as quickly as possible.
                                                                                     Progress with our
                                                                                     new building.  Please
                                                                                     help us get to the
                                              The                                    finish line by donating
                                              “gals” at                              today!
                                              the time
                                              of their      Our new home!  If you would like to be a part of our new
                                              rescue!    beginning, please contact us.  Like each nail, block, & tile, every
                                                         donation, no matter how small, will help make our dream come
                                                         true… All for the Love of Animals.
                                                            Please visit www.furryfriendsadoption.org or call
                                                         561.747.5311 ext. 1 for more information.  Ask for Pat Deshong,
           For Sweet Heart, Sweet Pea, and Sweet Tea, life is now good   President, or Curry Krasulak, Director of Development.
        because they were saved by the rescuers (of course!) and Furry
        Friends was there to provide safety, love and a temporary home
        while in search of their “forevers.”  Happy as hounds, their
        wagging tails clearly demonstrate their joy for a second chance.
           These sassy siblings are some of the many that we’ve recently
        taken in, either from devastated islands like the Bahamas or areas
        in our own backyard.  Our arms open wide for the needy, regardless
        of their geography!
           Furry Friends is proud to save lives and counter the actions of
        evil against animals.  While it incomprehensible to us that humans
        can have such little regard for furry lives, we know that goodness
        prevails and that dogs and cats will always have a safe harbor
        within the walls of our organization.  Thank you for your support
        for what we do!

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