Port St. Lucie Florida Estate Planning, Probate and Living Trusts Attorneys Robert J. Kulas, P.A.


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Port St. Lucie Florida Estate Planning, Probate and Living Trusts Attorneys Robert J. Kulas, P.A.

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Estate Planning Services
Assistance with Living Trusts, Wills (simple & complex), Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, and Charitable Giving.

When Loved Ones Pass Away
Probate Assistance, Trust Administration, and Probate Litigation.

Incapacity Planning
Assistance in pre-planning the handling of a client's affairs in the event they become disabled before passing away.

Elder Law & Medicaid Services
Helping clients qualify for government benefits legally and ensuring their estates are preserved in the process.

Estate Planning for the GLBT Community
Guidance and assistance with Living Trusts, Health Care Powers of Attorney, and Asset Distribution.

Planning for Those With Special Needs
Assistance in creating plans with disabled family members in mind.

Financial Advisor Education Corner
Comprehensive resource center that includes timely Educational Alerts and FYIs, along with Continuing Education Programs for Financial Advisors, covering fundamentals to advanced estate planning and taxation topics.

Financial Planning Assistance
Helping clients preserve their wealth and achieve their long-term financial goals.

Port St. Lucie Estate Planning Attorneys

Thank you for visiting the Estate Planning Information Center for Port St. Lucie, Vero Beach and surrounding areas, brought to you by Robert J. Kulas, P.A.. We are estate planning attorneys based in Port St. Lucie, Vero Beach and surrounding areas whose mission is to provide residents of Port St. Lucie, Vero Beach and surrounding areas with quality estate planning resources. When you visit or call our office, we want you to feel comfortable discussing such an important issue concerning both you and your family. We want to arm you with the information you need to make an informed decision about your family's future.

LATEST NEWS

American Academy Mentioned in Money Magazine!

Robert Armstrong, President of the American Academy of Estate Planning Attorneys, was interviewed by Money Magazine senior writer Penelope Wang for her article " A Midlife Money Checkup" in the March 2008 Issue. The article was part of the Cover Story "A Boomer's Guide to Financial Freedom" that included multiple articles focusing on financial trends, aging well and other issues Baby Boomers are facing today. This is the third mention of the American Academy of Estate Planning by Money Magazine in the last seven issues.

The "Midlife Money Checkup" is a nine-step test that highlights questions Boomer's should be asking themselves at this point in their lives. Mr. Armstrong's expertise in estate planning was highlighted in question five, "Is your estate plan in order?" Make sure you don't have to ask yourself that question by meeting with a qualified attorney.

Attorneys Attend Estate Planning Conference

Estate Planning Attorneys Robert J. Kulas and Andreas A. Kulas recently returned from the American Academy of Estate Planning Attorneys 2007 Fall Summit in San Diego, CA.

American Academy Mentioned in Money Magazine

The September issue of Money Magazine has an article entitled,"20 Timeless Money Rules." Rule 17, Exiting Gracefully, is particularly significant because it emphasizes the importance of putting together your estate plan. The recommendation of Money Magazine is that you search for a member of the American Academy of Estate Planning Attorneys: "To find a lawyer, ask friends and colleagues for recommendations or get referrals online at the website of the American Academy of Estate Planning Attorneys (aaepa.com)." The American Academy is an exclusive membership organization for law firms dedicated to estate planning. We are proud of our Academy membership and pleased to be the only law firm in the greater Port St. Lucie and Vero Beach areas accepted into this prestigious organization. For more information about why our membership is so important to your family, click here.

Attorney Robert Kulas Completes Extensive IRA Training

Estate Planning Attorney, Robert Kulas, recently completed in-depth training on planning with IRAs at an educational conference in Las Vegas. The instructor is the nationally known IRA expert, Ed Slott. Mr. Slott is the author of the widely acclaimed book, “The Retirement Savings Bomb…and How to Defuse It.” He has lectured extensively for years to financial professionals across the country on the complex IRA rules and how to properly plan to preserve and then transfer IRAs to family members.

ESTATE PLANNING NEWS
The Passing of a Loved One
The article examines the seven elements which may be included in an estate plan: Health Care Power of Attorney, HIPAA Power, General Durable Power of Attorney, Revocable Living Trust, Pour Over Will, Funeral Trust, and Legacy Plan.

ESTATE PLANNING NEWS
Legacy Planning: A Holistic Approach
This article looks at the latest developments in estate planning: "Legacy Planning." Legacy Planning focuses on the values and guidance to be relayed to future generations, not just wealth. The article discusses The Family Wealth Trust and its two subtrusts, the Family Access Trust and the Family Sentry Trust and how they can protect the beneficiaries from divorce and creditors.

CLIENT NEWSLETTERS
Your Estate Matters Newsletter, Vol. 13.1

Articles included in this issue:

The Value of Your Treasures
There’s Nobody Home
What is Probate – and Should You Care About It?
Home $weet Home
What’s in a Legacy?
Uninsured in America
To Have or Not to Have?
For Best Results Exercise Early

EDUCATIONAL ALERTS
Two Rulings of Interest on Retirement Assets PLR 200807025 and PLR 200811028
This Alert examines several private letter rulings in which the Service examines the complicated area of beneficiary designations for qualified plans and IRAs.

EDUCATIONAL FYIs
Article on Family Caregivers
The Sunday, September 9, 2007 issue of Parade magazine contains an article by Gail Sheehy on family caregiving. It will recount some of her own experiences as a spousal caregiver to her husband.

FREE INFORMATION

Free Consultation
Contact us to request a free, no obligation consultation.

Estate Planning Seminars
View our schedule of upcoming free estate planning seminars.

Your Estate Matters Newsletter
The Your Estate Matters newsletter is an easy-to-understand, multi-topic newsletter that will provide you with quality information and up-to-date articles on various estate and tax planning subjects.

Special Reports
These reports, published by the American Academy of Estate Planning Attorneys, are published periodically and cover a wide range of subjects specific to the estate planning arena.

Estate Planning News
Read the latest estate planning & related news.

INTERACTIVE

What's Your Estate Planning IQ?
When it comes to estate planning, we've come a long way from the days when the pioneers scrawled hand-written wills on the backs of paper bags. Take a moment to complete the AAEPA Estate Planning I.Q. Quiz and find out your E.P.I.Q.

Consumer Poll
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Robert J. Kulas, P.A. Office Locations Estate Planning Attorneys for Port St. Lucie, Vero Beach and surrounding areas
Robert J. Kulas, Attorney PORT ST. LUCIE East Lake Professional Center 2100 SE Hillmoor Drive, Suite 105 Port St. Lucie, FL 34952 Phone: (772) 398-0720 Fax: (772) 398-9331 CONTACT US See a map to this office!	Andreas A. Kulas, Attorney VERO BEACH 2770 Indian River Blvd. Suite 321 Vero Beach, FL 32960 Phone: (772) 778-8481 Fax: (772) 398-9331 CONTACT US See a map to this office!

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