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Home >> Blog

Common Mistakes People Make When Drafting a Will

April 1, 2021 by Andreas Kulas

Your Last Will and Testament may be the most important legal document you create over the course of your lifetime.  Your Will has the power to distribute all your assets when you are gone, determine who oversees the probate of your estate, and even let a judge know who you want to be the Guardian for your minor child if one is ever needed. Given everything your Will can do for you, it is … [Read more...] about Common Mistakes People Make When Drafting a Will

Filed Under: Wills and Trusts

What You Need to Know about Medicaid Spend-Down

April 1, 2021 by Andreas Kulas

Port St. Lucie Medicaid planning attorneys

The unpleasant reality is that we all stand a good chance of needing long-term care at some point in our lives. If you fail to consider the possibility, you could face significant financial hurdles as a result should you end up in long-term care (LTC). Like many seniors, you may end up turning to Medicaid to help cover the high cost of LTC; however, qualifying for Medicaid might lead to Medicaid’s … [Read more...] about What You Need to Know about Medicaid Spend-Down

Filed Under: Medicaid Planning

If I Am a Trustee Can I Be Personally Liable for a Mistake?

March 31, 2021 by Robert Kulas.

Port St. Lucie trust administration attorneys

If you were recently informed that you are the Trustee of a trust and it is the first time you have served as a Trustee, you may be a little intimidated at the prospect of acting as Trustee. You might also be worried about your responsibilities and potential liability for errors. To better explain where you stand, the Port St. Lucie trust administration attorneys at Kulas Law Group explain when a … [Read more...] about If I Am a Trustee Can I Be Personally Liable for a Mistake?

Filed Under: Wills and Trusts

Are You Prepared to Pay for Nursing Home Care?

March 9, 2021 by Robert Kulas.

If all goes well, you will be able to live out your final years in your own home; however, there is a good chance though that you (or a spouse) will end up needing the type of care that can only be found in a nursing home setting. Failing to plan ahead for that possibility could put your assets, including your retirement nest egg, at risk. The Port St. Lucie Medicaid planning attorneys at Kulas … [Read more...] about Are You Prepared to Pay for Nursing Home Care?

Filed Under: Medicaid Planning

How Can I Make Sure My Beneficiaries Use Assets Wisely?

March 8, 2021 by Andreas Kulas

Vero Beach trust attorney

To create a successful estate plan that will truly accomplish everything you want it to, you will likely need to incorporate a wide range of interconnected estate planning tools and strategies into your plan. One of the most common additions to a comprehensive estate plan is a trust. There are several different categories of trusts and numerous specialized trusts within each category. If … [Read more...] about How Can I Make Sure My Beneficiaries Use Assets Wisely?

Filed Under: Wills and Trusts

Estate Planning 101

March 7, 2021 by Robert Kulas.

Port St. Lucie estate planning attorneys

You may recognize the need to have a comprehensive estate plan in place; however, estate planning is likely somewhat of a mystery.  Estate planning encompasses much more than just deciding how your estate will be distributed after you are gone. Likewise, an estate planning attorney can do much more for you than you probably realize. The Port St. Lucie estate planning attorneys at Kulas Law … [Read more...] about Estate Planning 101

Filed Under: Estate Planning

Can I Decide How Trust Assets Are Used?

February 21, 2021 by Joshua K. Crawford

One of your primary estate planning goals will probably be to ensure that you leave behind sufficient assets that your loved ones are well cared for when you are gone. You may also wish, however, to have some continued influence over your loved ones, even in your absence. The Vero Beach trust attorneys at Kulas Law Group explain how a trust can help you maintain control over the assets you gift as … [Read more...] about Can I Decide How Trust Assets Are Used?

Filed Under: Wills and Trusts

Biden Administration Could Reduce Estate Tax Exclusion

February 1, 2021 by Andreas Kulas

Runoff Elections in Georgia resulted in a Senate controlled by Democrats. Could this impact your Estate Planning? It’s possible. Read on to learn more. … [Read more...] about Biden Administration Could Reduce Estate Tax Exclusion

Filed Under: Estate Planning, Legal Education Tagged With: applicable exclusion, estate planning

Starting the New Year Right

February 1, 2021 by Andreas Kulas

As we begin a new year, it’s a good time to start off right. If you don’t already have an estate plan, now’s a great time to make an appointment with an estate planning attorney to get one. Read on to learn more. … [Read more...] about Starting the New Year Right

Filed Under: Estate Planning, Legal Education Tagged With: estate planning, powers of attorney, trust, will

Questions to Consider When Creating Your Will

December 7, 2020 by Robert Kulas.

For the average person, a Last Will and Testament is the first estate planning document they create. If you are planning to execute a Will for the first time, you should spend some time thinking about what terms you want to include in your Will. To help you, the Vero Beach estate planning attorneys at Kulas Law Group offer some common questions you may wish to consider when creating your … [Read more...] about Questions to Consider When Creating Your Will

Filed Under: Wills and Trusts

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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.

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~L.G.K
~Joan C
Client Review
August 25, 2020
    

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.

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~Joan C
~Mildred W
Client Review
August 25, 2020
    

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.

default image
~Mildred W
~Leo C
Client Review
August 25, 2020
    

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.

default image
~Leo C
~Krissy L
Client Review
August 25, 2020
    

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.

default image
~Krissy L
~Janice M
Client Review
August 25, 2020
    

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.

default image
~Janice M
Janice M
Client Review
August 25, 2020
    

"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."

default image
Janice M
Krissy L.
Client Review
August 25, 2020
    

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.

default image
Krissy L.
Leo C.
Client Review
August 25, 2020
    

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.

default image
Leo C.
Mildred W.
Client Review
August 25, 2020
    

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.

default image
Mildred W.
Joan C.
Client Review
August 25, 2020
    

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.

default image
Joan C.
L.G.K.
Client Review
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.

default image
L.G.K.
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