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Home >> 2015 Year-End Estate Planning Tips

2015 Year-End Estate Planning Tips

December 11, 2015 by Joshua K. Crawford Leave a Comment

2015 Year-End Estate Planning TipsAs 2015 comes to a close and 2016 gets closer, anyone who has an estate plan in the Treasure Coast area of Florida should take some time to go over a few year-end estate planning tips. Regardless of when you created a plan, or what tools you’ve decided to include in it, taking some time to go over your plan to make sure it still matches your needs and desires is worthwhile. If you have yet to do so, here are several year-end estate planning tips you might want to consider.

Year-End Estate Planning Tips. Personal Circumstances Review

A lot can happen in a year, and when something significant does occur you may need to update your estate plan to reflect the new circumstances. Some of these common changes include getting married or divorced, the birth of a child or grandchild, or the death of a relative or loved one that you had included in your inheritance plan.

Other changes may arise entirely from you or your wishes. If, for example, you created advance medical directives that included your medical wishes in the event you become incapacitated, you’ll want to review those to make sure they reflect your current desires. If you’ve changed your mind or decided to change your representative, you need to update your planning tools.

Year-End Estate Planning Tips. Legal Environment Review

Regardless of what has happened to you or your loved ones in the past year, the legal landscape may also have gone through changes of which you need to be aware. Legal changes can affect almost any part of your plan, but most commonly affect the financial aspects, such as tax planning strategies. While most changes in the law will have no effect on your plan, some changes may require you to take actions to protect yourself, while others will give you options you may not have had before. Talking to your attorney about any changes that affect you, or which might require you to change your plan, is always a good idea.

Year-End Estate Planning Tips. Gift Planning Review

Closely related to your financial picture is your gift giving plan. If you’ve developed an estate plan with your attorney that focuses on estate tax mitigation strategies, a gift-giving plan may very well be a key piece of it. Many gift plans utilize a year-end gifting strategy. If you have a gift plan you’ll want to make you give your gifts on time. Alternately, if you’ve experienced a significant change in financial circumstances over the past year you may need to speak to your attorney about amending a pre-existing plan, or incorporating such a plan if you don’t already have one.

Filed Under: Estate Planning

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"Everyone treated us extremely well.  Robert explained how a trust works and the benefits of having one.  We decided to move forward and complete the process.  He was very kind and knowledgeable.  Julie was also very helpful and very patient with our questions.  We felt very comfortable with this firm handling our affairs.  We would highly recommend this firm to our friends and family."

Janice M
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Robert Kulas and staff made making a will an easy to understand process. They were very knowledgeable and attentive to my wishes. All my documents were provided in an organized binder which will be a great asset to my family. I would definitely recommend them.

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I have worked with Mr. Kulas & staff before. And they are very professional. I am very satisfied with Mr. Kulas and his staff and give them the highest satisfaction and 5 star rating.

Leo C.
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Mr. Kulas and his staff have been extremely helpful & knowledgeable for the over 3 years we have been associated. They are easy to talk to and explain everything without feeling rushed. Very competent and professional.

Mildred W.
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I have known Robert Kulas for 20 years since I was co-executor for friends who had Mr. Kulas prepare a Trust for them. When I felt I needed a trust also, I came to him. I have always been completed satisfied with his work and that of his charming, competent staff.

Joan C.
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August 25, 2020
    

We began our estate plan process in 2004 (12 years ago) and have been pleased with the periodic reviews we have gone through and when changes have been needed the firm has been thorough and professional in making those changes.

L.G.K.
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