Page 11 - Jupiter West - November '19

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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