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Home >> Retirement Planning

What Happens to Your Retirement Account When You Die?

April 4, 2019 by Robert Kulas.

Estate planning for IRAs

In the United States, a significant percentage of the workers count on the funds in a retirement account to live comfortably during their retirement years. The rules of most retirement accounts require the owner to take the funds out in disbursements over many years instead of just withdrawing one lump sum when they reach retirement age. Consequently, it is not unusual to have funds left in a … [Read more...] about What Happens to Your Retirement Account When You Die?

Filed Under: Retirement Planning

Most Common 401(k) Questions and Answers

April 24, 2017 by Joshua K. Crawford

401(k) Questions

One of the most commonly used retirement tools is a 401(k) plan. Despite how frequently these plans are used by American workers, the average person knows very little about how they actually work. True, the rules and regulations relating to 401(k) plans are hidden in the fine print when you open the account; however, if we are all honest, most of us never read the fine print. Instead, we depend on … [Read more...] about Most Common 401(k) Questions and Answers

Filed Under: Retirement Planning

Does the nursing home get half of my assets?

May 25, 2016 by Andreas Kulas

Sometimes a client who is thinking about the possibility of going to a nursing home will ask me if the nursing home will get half of their assets. The real answer is it depends on the situation and whether or not you have planned ahead. If you are a single person and need Medicaid help to pay for a nursing home you must spend down your assets until $2,000.00 remains. How one spends down to qualify … [Read more...] about Does the nursing home get half of my assets?

Filed Under: asset protection, Elder Law, Estate Planning, Financial Planning, Guardians, Incapacity Planning, Long Term Care, Medicaid, Medicaid Planning, Powers of Attorney, Retirement Planning, Wills and Trusts

Florida Boomers Need to Face Facts

February 24, 2014 by Andreas Kulas Leave a Comment

The baby boomer generation is easing into retirement age in droves. The first members of the boomer generation recently reached senior citizen status, and over the coming decades tens of millions of them will transition into retired life. But far too many boomers don’t realize exactly how much their lives will change when they retire. Here are some facts and figures you might want to … [Read more...] about Florida Boomers Need to Face Facts

Filed Under: Baby Boomers, Retirement Planning Tagged With: baby boomers

If You’re Wealthy, Your Retirement May Not Come at All

September 18, 2013 by Robert Kulas. Leave a Comment

For many baby boomers, retirement planning has long been about saving enough so that you can reach the age of 65 and comfortably leave your working life. Yet for many wealthy baby boomers, this view of retirement and old age is not something they share. According to a new survey from the Spectrum Group, a wealth research firm, a large number of wealthy Americans say they not only plan on working … [Read more...] about If You’re Wealthy, Your Retirement May Not Come at All

Filed Under: Retirement Planning Tagged With: retirement

Single Family Home Design Changing as Population Ages

June 28, 2013 by Andreas Kulas Leave a Comment

The growth in senior-friendly programs and products that has begun emerging as the baby boomer generation begins retiring is affecting not only seniors, but also their families. Many seniors, for example, are choosing to move in with their adult children and are creating a new wave of multigenerational households. Home builders, architects, and home product designers have taken note of this shift … [Read more...] about Single Family Home Design Changing as Population Ages

Filed Under: Elder Law, Incapacity Planning, Long Term Care, Retirement Planning Tagged With: eldercare, Retirement Planning

How to Choose an Elder Care Facility: 3 Tips

March 22, 2013 by Andreas Kulas Leave a Comment

If you’ve decided to transition to a retirement home or elder care facility, you’ll now want to decide on what facility is good for you. To do this you want to develop a plan so that you can be prepared to get the best information possible. Here are a few tips. Create a list and schedule appointments. The first thing you want to do is visit each of the facilities that you’ve identified by … [Read more...] about How to Choose an Elder Care Facility: 3 Tips

Filed Under: Elder Law, Retirement Planning Tagged With: eldercare

Don’t Be Surprised if You See More Seniors at Work

March 6, 2013 by Robert Kulas. Leave a Comment

As baby boomers reach retirement age they continue to have a profound effect on the face the workplace. Recent reports show that more and more baby boomers are choosing to continue to stay in the workforce as they approach retirement, making the workforce not only older, but also limiting the number of job opportunities open to younger workers. According to data from the Census Bureau about one … [Read more...] about Don’t Be Surprised if You See More Seniors at Work

Filed Under: Elder Law, Retirement Planning Tagged With: elder law, retirement

Seniors who Volunteer are in Better Health

September 10, 2012 by Robert Kulas. Leave a Comment

Scientists who study aging and its effects on people's health have long known that regular activity is very beneficial for seniors. A new study shows that not only is volunteering a great way to keep yourself occupied, happy, and alert, but it may also allow people a very practical way to prevent or delay cognitive decline. In a study published earlier this year, researchers showed that a small … [Read more...] about Seniors who Volunteer are in Better Health

Filed Under: Elder Law, Retirement Planning Tagged With: eldercare

You May Not Be Able To Count on That Inheritance

July 18, 2012 by Robert Kulas. Leave a Comment

According to a new report released by Bank of America's private wealth management division, more and more American families are choosing to give their wealth to charitable organizations rather than their children. U.S. Trust recently released the results of a survey in which it found that about 32% of families with assets of $3 million or more do not plan on giving their children an inheritance. … [Read more...] about You May Not Be Able To Count on That Inheritance

Filed Under: Estate Planning, Retirement Planning Tagged With: inheritance planning

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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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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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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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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.

~Leo C
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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.

~Krissy L
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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.

~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."

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.

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.

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.

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.

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.

L.G.K.
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