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Home >> Wills and Trusts

Is a Grantor Retained Income Trust Right for You?

October 24, 2022 by Joshua K. Crawford

Tax avoidance should be one of the most important components of an estate plan for anyone with a moderate to large estate given that all estates are subject to federal gift and estate taxation upon the death of the taxpayer. Your estate will go through the legal process known as probate shortly after your death. During the probate process, your estate assets will be inventoried and valued. If the … [Read more...] about Is a Grantor Retained Income Trust Right for You?

Filed Under: Wills and Trusts

How to Maintain Control Over Trust Assets

August 24, 2022 by Joshua K. Crawford

money-3

One of your primary estate planning goals will probably be to ensure that you leave behind sufficient assets and 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 & Crawford explain how a trust can help you maintain control over the assets … [Read more...] about How to Maintain Control Over Trust Assets

Filed Under: Wills and Trusts

What Should I Do If I Receive a Crummey Notice?

September 4, 2020 by Andreas Kulas

Port St. Lucie trust lawyers

If you are a beneficiary of a trust, it means that you have an interest in the assets held by the trust. It also means that the Trustee is required to communicate with you about trust business from time to time. As part of that obligation, the Trustee may send you a “Crummey Notice.” The Port St. Lucie trust lawyers at Kulas & Crawford explain what a Crummey Notice is and what you should do if you … [Read more...] about What Should I Do If I Receive a Crummey Notice?

Filed Under: Wills and Trusts

Is a Deathbed Will Valid in Florida?

February 4, 2020 by Robert Kulas.

Port St. Lucie probate attorney

Surprises following the death of a loved one are not typically welcome – particularly if the surprise relates to the decedent’s Last Will and Testament. For example, if the decedent attempted to make a deathbed Will just prior to his/her death, is that Will legal? A Port St. Lucie probate attorney at Kulas & Crawford discusses whether a deathbed Will is valid in Florida. Is a Deathbed Will … [Read more...] about Is a Deathbed Will Valid in Florida?

Filed Under: Wills and Trusts

What Is a Family Wealth Trust?

June 3, 2019 by Joshua K. Crawford

Family Wealth Trust

When you initially sit down to create an estate plan, a Last Will and Testament may be all you need to ensure that you don’t leave behind an intestate estate in the event of your death. A Will can distribute your entire estate; however, as your estate and your family both expand, you may find that a Will is no longer sufficient to meet all your estate planning needs. At that point, you may decide … [Read more...] about What Is a Family Wealth Trust?

Filed Under: Wills and Trusts

Vero Beach Living Trust Attorneys Steer Clear of Probate

July 12, 2018 by Andreas Kulas

Vero Beach living trust attorneys

Creating a successful, and comprehensive, estate plan requires you to do more than simply focus on to whom you wish to gift your estate assets. You will also need to consider how and when those assets are distributed. For many people, avoiding probate is also an important estate planning goal. If you hope to steer clear of probate, the living trust attorneys explain how a trust can help your … [Read more...] about Vero Beach Living Trust Attorneys Steer Clear of Probate

Filed Under: Wills and Trusts

Trust Lawyers Explain Why a Trust May Be Better Than a Will

June 6, 2018 by Robert Kulas.

trust lawyers

Most people execute a Last Will and Testament as their first estate planning document. A simple Will is fine for a very basic estate plan; however, as your estate and your family grow, you will likely need to grow your estate plan as well. In fact, you may decide that a trust works better than a Will as your primary tool for distributing your estate assets. The trust lawyers at Kulas & Crawford … [Read more...] about Trust Lawyers Explain Why a Trust May Be Better Than a Will

Filed Under: Wills and Trusts

Trust Attorneys Talk about How a Trust Might Fit into Your Estate Plan

March 29, 2018 by Joshua K. Crawford

trust attorneys

Although you will likely execute a Last Will and Testament when you initially create an estate plan, you will likely incorporate additional estate planning tools and strategies into that plan as both your assets and your family grow. One of the most common additions to a comprehensive estate plan is a trust. The trust attorneys at Kulas & Crawford discuss how a trust might fit into your estate … [Read more...] about Trust Attorneys Talk about How a Trust Might Fit into Your Estate Plan

Filed Under: Wills and Trusts

Port St. Lucie Estate Planning Attorneys Explain the Importance of Choosing the Right Executor

January 18, 2018 by Robert Kulas.

Port St. Lucie estate planning attorneys

For most people, a Last Will and Testament serves as the foundation for their initial estate plan. If you are just now getting around to creating and executing your first Will, you undoubtedly have a number of important decisions to make during the creation of that Will. Naturally, you will be focusing on the distribution of your estate assets and other provisions of your Will; however, there is … [Read more...] about Port St. Lucie Estate Planning Attorneys Explain the Importance of Choosing the Right Executor

Filed Under: Wills and Trusts

Florida Governor Vetoed Electronic Will Legislation

August 24, 2017 by Robert Kulas.

Electronic Will

In today’s electronic age your computer or smartphone can be used to accomplish a wide range of tasks. While technological advances are exciting and often make our lives much easier, it is important to also be aware of the possible downside to those advances as well. Such was the case recently with electronic Will legislation proposed in the State of Florida that would have allowed Last Wills and … [Read more...] about Florida Governor Vetoed Electronic Will Legislation

Filed Under: Wills and Trusts

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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
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
    

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 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
    

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
    

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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