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Matthew J. Curry, CFP®, ChFC®, CLU®, EA
Financial Planner
CA Insurance Lic. #4305463
Curry Financial Group, Inc.
23 Green Street, Suite 207
Huntington, NY 11743
Phone: 631-927-3322
Cell: 631-332-8774
Fax: 877-840-7821
Email: matt.curry@prudential.com
July/August 2026
Estate Strategies if You Have No Apparent Heirs
Whether your family is small or you simply lack direct descendants, with a bit of creativity and careful planning, you can ensure your wealth is allocated according to your wishes and has a lasting impact.
Take Care of Yourself First
Since you may not have anyone to rely on for long-term care, make sure you provide for any future medical care you may need.Give to Charity
Think about causes you're passionate about—be it education, healthcare, or environmental conservation. Establishing a charitable trust or foundation not only allows you to support those causes but can also offer significant tax advantages.Remember Friends or Key Mentors
You might designate them as beneficiaries of your assets or even include them in your decision-making process. This approach allows you to meaningfully distribute your wealth and express gratitude to those who've contributed to your life.Plan for Pets
A pet trust can ensure they receive proper care and financial support when you're no longer around.Lastly, keep in mind that your estate strategy isn't a one-and-done deal. As your life circumstances change, so might your needs. Be sure to touch base regularly with your trusted advisor to review your strategy.
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Matt Curry is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.
LPLE and LPL Financial are not affiliated with Curry Financial Group, Inc.
This newsletter is general educational information provided by a Prudential Financial Professional and is not intended to market or sell any specific products and services, but rather provide general information about the subject matter covered only.
Curry Financial Group, Inc. and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.
The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.