
THE CURE ESTATE PLANNING SERVICES
Estate Planning Services Tailored to resolve all your tax needs.
What happens to everything I own after I die ?
THE MOST IMPORTANT QUESTION YOU WILL EVER ASK
YOURSELF
If you have ever asked yourself that question, then you are amongst many Americans who are probably searching for Estate Planning Services. At The Cure we help the highest level of Estate Planning Services in America. The goal is simple, to ensure our clients assets are fully protected, all legal documentation is in place and in order, any legal obligations will get carried out accordingly, tax liabilities have been offset and mitigated properly beforehand and that we bypass probate court to ensure all assets are passed on properly.
Estate planning involves organizing your assets and directing their distribution upon death or incapacity through key stages: goal setting, asset inventory, document creation (wills, trusts, powers of attorney), beneficiary designation, and regular updates. It ensures legal, tax-efficient transfer of property, appoints guardianship for minors, and outlines medical preferences.
The Cures Core Stages of Estate Planning
● 1. Goal Setting & Assessment: Determine your goals (e.g., caring for dependents, tax
minimization) and identify beneficiaries.
● 2. Asset & Liability Inventory: List all assets (homes, bank accounts, investments) and debts to
understand what is being passed on.
● 3. Professional Consultation & Strategy: Meet with an estate planning attorney to determine
whether a simple will or a revocable living trust best fits your needs to avoid or minimize
probate.
● 4. Document Preparation: Create necessary legal documents, including a Last Will and
Testament, Irrevocable or Revocable Living Trust, Financial Power of Attorney, and Advance
Healthcare Directive.
● 5. Beneficiary Designations & Titling: Update beneficiary designations on retirement accounts
and life insurance policies. Title assets properly (e.g., funding a trust).
● 6. Storage & Communication: Securely store documents and inform executors or loved ones of
their location.
● 7. Periodic Review & Updates: Review your plan every 3–5 years or after major life events
(marriage, birth of a child, divorce, death of a spouse).
Life Stage Considerations
● Early Adulthood: Focus on basic wills and naming beneficiaries.
● Midlife: Establish trusts for children and update plans to reflect increased assets.
● Pre-retirement: Wealth Management, Asset Protection and Income Appreciation.
● Senior: Protection of financial assets, focus on long-term care planning, tax
strategies, and finalizing end-of-life directives.
At The Cure we try to make Estate Planning easy to understand.
Estate planning simply means what happens to your money after you die?
For most people without the Proper Estate Plan in place that will mean all their financial assets will have to go through what is called Probate Court. Probate court deals with the process of paying off any potential creditors and tax debts that the individual might owe after passing away.
After all the tax liabilities have been paid off and all potential creditors have been dealt with. The state will then send out whatever is renaming of the person’s financial assets to their next of kin. Typically a person will lose more than 50-90% of their entire financial picture due to probate court alone.
This is why having the proper Estate Plan in place is so important. With the proper Estate Plan in place along with a Trust and Living will and Testament a person can simply By Pass Probate Court Entirely without issue. If we include a Large Life Insurance Policy to help Eliminate All Taxation that would be due. Then the individual will effectively pass on their Entire Financial Estate to their heirs or beneficiaries without concern of incurring a Large Tax Debt. With the Proper Estate Plan in place no person will have to worry about what happens to their finances after they die. With The Cures Estate Planning Strategies you can rest assured knowing your money will stay in the family forever.
Business Formation
Choosing the right legal structure for your business is a critical decision that can impact liability, taxes, and operational flexibility. At The Cure we offer expert advice and personalized solutions to help you navigate the complexities of business formation.
Estate Plans, Trusts, Wills and Last Testaments
Effective estate planning is essential for individuals and families seeking to secure their financial future and provide for loved ones after they’re gone. At The Cure, we offer a range of services designed to meet your specific needs.
Probate Administration
We understand that navigating the complexities of probate can be overwhelming during a time of loss. Our firm is dedicated to guiding you through this process with compassion, expertise, and efficiency. Probate is the legal process of validating a will, if one exists, and distributing assets according to the deceased’s wishes. We offer comprehensive probate administration services to assist executors, administrators, and beneficiaries in managing the estate of a loved one.
Real Estate Transactions
Whether you’re buying, selling, or refinancing a property, our experienced team is here to ensure a smooth and efficient closing process. A real estate closing is the final step in transferring ownership of a property from seller to buyer. It involves several crucial tasks and legal procedures to complete the transaction. We offer comprehensive real estate closing services designed to protect your interests and facilitate a successful closing.
Tax Planning and Strategy
To make things simple there are Income Taxes while you are living and Estate Taxes after you die. Our goal is to ensure that upon passing away our clients Financial Assets and Estate can be passed on to their heirs or beneficiaries correctly and without any taxation issues. At The Cure, our firm can properly structure your Estate to correctly mirror any anticipated tax related liabilities in the future. So that upon death 100% of your Entire Financial Estate gets passed on to your Heirs without incurring any Taxation. The Cure will Protect your Financial Assets and ensure proper Management and Distribution of the estate.