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Home >> Estate Planning

Where Should I Keep My Estate Planning Documents?

July 26, 2022 by Robert Kulas.

Vero Beach estate planning lawyers

Creating an estate plan is one of the most important things you will ever do, for yourself and for your loved ones. Once you have a plan in place, however, you need to make sure the documents that comprise that plan are properly stored and accessible to those who may need them. To help make sure your estate plan works as intended, the Vero Beach estate planning lawyers at Kulas & Crawford … [Read more...] about Where Should I Keep My Estate Planning Documents?

Filed Under: Estate Planning

Estate Planning – Something You Shouldn’t Do Yourself

April 4, 2022 by Joshua K. Crawford

It’s tempting to think that by taking the time to hand-write your Will or preparing a do-it-yourself plan, you can avoid many of the issues that arise with a Will. In fact, the opposite may be true. By handwriting your Will or preparing a do-it-yourself plan, you may be creating more issues for your family. Read on to learn more. … [Read more...] about Estate Planning – Something You Shouldn’t Do Yourself

Filed Under: consumer, Estate Planning, Legal Education

Start 2022 the Right Way

February 1, 2022 by Joshua K. Crawford

The New Year gives us an opportunity to start fresh. If you don’t yet have an estate plan, now’s a great time to make an appointment with an Estate Planning attorney to talk about your goals and concerns. If you already have one, the New Year gives you an opportunity to review it to ensure that it still accomplishes your goals or to make any necessary changes. Read on to learn more … [Read more...] about Start 2022 the Right Way

Filed Under: business succession planning, Estate Planning, Legal Education

Top 5 Estate Planning Goals

October 20, 2021 by Robert Kulas.

Vero Beach estate planning attorney

When you think about creating an initial estate plan, you likely focus entirely on the need to create a roadmap for the distribution of your estate assets in the event of your death. While that certainly will always remain an important estate planning goal. You will undoubtedly include additional goals into your estate plan over time. The best way to decide which estate planning goals should be … [Read more...] about Top 5 Estate Planning Goals

Filed Under: Estate Planning

Celebrity Estate Planning Mistakes

June 6, 2021 by Robert Kulas.

Vero Beach estate planning attorneys

You might assume that anyone who does have substantial assets would have a well thought out plan in place. In reality, however, that is not always the case. In fact, some very well-known and well-off celebrities have died and left behind estate planning disasters. To help you avoid making them yourself, the Vero Beach estate planning attorneys at Kulas & Crawford discuss some of the most famous … [Read more...] about Celebrity Estate Planning Mistakes

Filed Under: Estate Planning, Uncategorized

Learning and Camaraderie at the Academy Summit

May 4, 2021 by Robert Kulas.

The Academy takes learning seriously. The Academy’s Spring Summit included numerous substantive legal education sessions, as well as sessions on marketing and law office management. The virtual conference also included opportunities for networking and fun. Read on to learn more. … [Read more...] about Learning and Camaraderie at the Academy Summit

Filed Under: Estate Planning, Legal Education Tagged With: attorney, consumer, estate planning, summit

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 & … [Read more...] about Estate Planning 101

Filed Under: Estate Planning

Florida Estate Planning Tips

May 20, 2020 by Robert Kulas.

Florida estate planning attorney

If you have yet to create an estate plan, there is no time like the present to get started. Like many people, you may have put off estate planning because it can appear to be a daunting task. To help you feel more comfortable with the idea of creating your plan, a Florida estate planning attorney at Kulas & Crawford offers some estate planning tips. Define your goals. When most people think … [Read more...] about Florida Estate Planning Tips

Filed Under: Estate Planning

Shrunken Asset Values Open Estate Planning Opportunities

April 20, 2020 by Robert Kulas.

Economic Fallout from Coronavirus

COVID-19, the novel coronavirus, has been a challenge confronting countries around the world. Not only has COVID-19 been challenging healthcare systems, but the social distancing required to combat the virus has also rocked financial markets. However, there may be an opportunity for those wishing to do certain types of Estate Planning. Read on to learn more. … [Read more...] about Shrunken Asset Values Open Estate Planning Opportunities

Filed Under: Estate Planning, Legal Education Tagged With: Coronavirus, Covid-19, estate planning

How Will You Obtain the Care You Need?

October 1, 2019 by Robert Kulas.

Suit-For-All

What’s the right direction for you in planning for the help you might need in the future? Seven in ten of us will need long-term care at some point in our lives. Here are possible paths for covering the assistance you may need. How Will You Obtain the Care You Need? … [Read more...] about How Will You Obtain the Care You Need?

Filed Under: Estate Planning, Legal Education Tagged With: estate planning, insurance, Long-Term Care, LTC, Medicaid

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Kulas & Crawford

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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
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
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.

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~Mildred W
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.

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~Leo C
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.

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~Krissy L
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.

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~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
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.
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.
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.
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.
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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