Media Contact
We produce a wide variety of consumer-friendly or technical resources including authored publications, industry resource materials, answers to your most frequently asked questions, legal reports and updates, key estate planning documents, and much more. We are ready to answer your questions and provide you with detailed information for your article or be a speaker for an upcoming event. Please call or email us for quick responses to your media inquiries.
Robert J. Kulas, P.A.
(772) 398-0720
information@kulaslaw.com
Firm News for Robert J. Kulas, P.A.
End of Year Planning
Posted On 11/21/2011
LOCAL ATTORNEY GETS BACK TO THE BASICS
Posted On 10/20/2011
Attorney Robert J. Kulas Attends Conference of Elite Estate Planning Professionals to Review the Essentials of Planning for the Future of his Clients
KPS Wealth Management, LLC Recognized for Achievements in Wealth Management
Posted On 6/30/2011
KPS Wealth Management, LLC Recognized for Achievements in Wealth Management
Robert J. Kulas, attended an educational conference in New Orleans, LA
Posted On 5/18/2011
Treasure Coast Estate Planning Attorney, Robert J. Kulas, attended an educational conference in New Orleans, LA the second week of May hosted by the American Academy of Estate Planning Attorneys. The Academy is the premier national educational organization promoting excellence in estate planning by providing member attorneys with research and vital updates in estate, tax, and business planning laws since 1993. Attorney Robert J. Kulas received training on Using Irrevocable Trusts for Eligibility Planning and Asset Protection, New Strategies and Advance Planning with the New Tax Law, and Ethics Case Studies: Best Practices and Biggest Blunders.
Local Firm Honored for Excellence in Wealth Management
Posted On 1/13/2011
KPS Wealth Management, LLC recognized for accomplishments at 1st Global's National Conference in San Antonio, Texas.
How the New Estate Tax Exclusion Affects Your Estate Plan
Posted On 12/28/2010
On December 17th, Congress revised the estate tax with a new law, TRA 2010, that sets the exclusion amount at $5 million per person for 2010 – 2012. However, this temporary adjustment to the estate tax exclusion disappears in 2013, and returns with an exclusion of $1 million per person. Read more about how the estate tax revision under TRA 2010 will affect your estate plan, regardless of whether you have a taxable estate.
ESTATE TAX UNCERTAINTY DOESN’T STOP LOCAL ATTORNEY
Posted On 11/8/2010
Port St. Lucie – Even though Congress has not yet acted on the sunset of the law concerning the Federal Estate Tax, which would result in taxing estates over $1 million starting in 2011, Robert Kulas is making sure he’s prepared for what unfolds. Attorney Robert J. Kulas attended an educational conference in San Diego, CA the first week of October hosted by the American Academy of Estate Planning Attorneys, which had a focus on planning strategies to handle the estate tax uncertainty.
We Are Joining Forces!
Posted On 10/26/2010
Kulas Financial Services, LLC, Pembroke Financial Services, LLC and Jeffrey Steinberg, CFP® are joining forces to form KPS Wealth Management, LLC! By merging, we now can offer you one place for all of your financial needs – estate planning, tax planning and financial planning services. We have a combined total of 90 years experience among Robert, Andrew, Bill and Jeff in the legal, accounting and financial fields. We are excited about this new venture and are certain it will benefit our clients. Feel free to call us and make an appointment to review your portfolio and make sure you are on the right track to meet your retirement and legacy goals.
Securities offered through 1st Global Capital Corp., Member FINRA/ SIPC. Investment Advisory Services offered through 1st Global Advisors, Inc.
Andreas A. Kulas, Esq. - Robert J. Kulas, Esq. - Jeffrey Steinberg, CFP® - William G. Pembroke, CPA
2100 SE Hillmoor Drive, Suite 105, Port St. Lucie, FL 34952
2770 Indian River Blvd., Suite 321, Vero Beach, FL 32960
8517 South U.S. 1, Port St. Lucie, FL 34952
(772) 398-8413 - www.KPSwealth.com
Robert J. Kulas in the Hometown News for his article on Pet Planning
Posted On 5/10/2010
The article "Pet Planning is not just for the rich, eccentric" was published in the Homestown News in March of 2010.
Planning in your Will or Trust should also provide for your Pet. A pet is an important part of your life and most people want to see that their pets are cared for after they have passed away.
Congress' Inaction Creates Need to Review Estate Plan
Posted On 2/12/2010
TREASURE COAST ATTORNEYS ACQUIRE VITAL ESTATE PLANNING TRAINING AT NATIONAL CONFERENCE
Posted On 10/20/2009
Treasure Coast Estate Planning Attorneys, Robert J. Kulas and Andreas A. Kulas attended an educational conference in San Diego, CA
Michael Jackson's Death - Why YOU Need Your Estate Planning Documents in Order
Posted On 6/29/2009
The sudden death of Michael Jackson serves as a reminder to everyone that, no matter your age, you need to have your estate planning in order. The pop superstar died on Thursday, June 25th at 50 years old. The media is speculating as to how his estate will be handled and the future of his young children. No public statement has been made in regard to his personal planning and the media and the nation will wait anxiously to see how this unfolds. If Michael Jackson prepared a Trust the public will most likely never know the details as it will be held private, however, if he had a Will it becomes part of public record. In the state of California, a Will needs to be presented within 30 days. Jackson's assets, royalties and the amount of debt he had accumulated most likely will lead to lengthy battles over his estate.
American Academy of Estate Planning Attorneys Recognized by Money Magazine Again
Posted On 5/29/2009
Carolyn Bigdas article "Rethink Your Legacy" in the June issue of Money Magazine explores the five questions you should be asking regarding your estate. The article recommends the American Academys website, www.aaepa.com, as a source to find a qualified estate planning attorney. The Associate Director of Education at the Academy, Steve Hartnett, was also interviewed in the article and lent his expertise to one of the five questions. This is the fifth mention of finding a quality attorney on the American Academys members list by Money Magazine in the last 21 issues.
Attorney Robert J. Kulas Attends Exclusive Estate Planning Conference in Memphis, Tennessee
Posted On 5/18/2009
Local Estate Planning Attorney Robert J. Kulas attended an educational conference in Memphis, Tennessee on April 23-26, 2009 sponsored by the American Academy of Estate Planning Attorneys. The Academy is the premier national educational organization that promotes excellence in estate planning by providing member attorneys with research and vital updates in estate, tax and business planning law since 1993. The advanced training included Estate Planning Tools in a Low Interest Rate Environment, Adding Special Needs to Your Practice, and Medicaid Planning under DRA: The Medicaid Irrevocable Income Only Trust. Additional training focused on Using Legacy Wealth Planning to Meet the Needs of the Next Generation and Protecting the Institutionalized Spouse.
Robert J. Kulas Appointed to Board of Governors
Posted On 3/4/2009
SAN DIEGO, CALIFORNIA—The American Academy of Estate Planning Attorneys is pleased to announce that Robert J. Kulas, Attorney at Law, has been appointed to the Academy’s national Board of Governors.
Consumer Reports Recommends American Academy
Posted On 1/29/2009
The American Academy of Estate Planning Attorneys was recommended in the January 2009 Consumer Reports Money Adviser newsletter. The article “How to Avoid Inheritance Feuds” focuses on techniques for avoiding conflict after a loved one passes away.
Money Magazine Recognizes American Academy!
Posted On 12/26/2008
In the January 2009 issue of Money Magazine, Walecia Konrads article entitled "Keep It In The Family" focuses on making sure the wealth youve worked so hard to accumulate will go to the people you love.
American Academy Mentioned Again in Money Magazine!
Posted On 3/18/2008
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.
American Academy Recommended by Nationally Syndicated Talk Show Host
Posted On 12/20/2007
The John Tesh Radio Show recommended the American Academy as a resource for finding an estate planning attorney. The segment focusing on money and finance originally aired in September 2007 and was repeated in December 2007.
Attorneys Attend Estate Planning Conference
Posted On 12/12/2007
Treasure Coast - Estate Planning Attorneys Robert J. Kulas and Andreas A. Kulas attended an educational conference in San Diego, CA in October sponsored by the American Academy of Estate Planning Attorneys. The Academy is the premier national educational organization that promotes excellence in estate planning by providing member attorneys with research and vital updates in estate, tax and business planning law. The advanced training focused on innovative planning techniques for LEGACY WEALTH PLANNING. The training included Trust Provisions for Divorce, Disability, Children and Grandchildren, and Asset and Creditor Protection; Estate Planning for IRAs and Pension Plans Including the Family Retirement Preservation Trust; Alternatives to Planning for Minor Children and Grandchildren; and Working with Widows and Widowers. Additional Legacy Wealth Planning training included Estate Planning Myths: Why Most Estate Plans Fail and What to Do About It.
American Academy Mentioned in Money Magazine
Posted On 10/25/2007
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)."
Attorney Robert Kulas Completes Extensive IRA Training
Posted On 8/17/2006
Treasure Coast - Estate Planning Attorney Robert J. Kulas completed extensive training at an educational conference in Las Vegas, Nevada on July 15, 2006 sponsored by the American Academy of Estate Planning Attorneys. The Academy is the premier national organization promoting excellence in estate planning by providing member attorneys with up-to-date research, educational materials, and other important resources.
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