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What steps can I take to preserve my legacy?

June 26, 2018 by Robert Kulas.

The best approach is to meet with an attorney who understands the Legacy Wealth Planning process. This will ensure you address the financial and non-financial assets of your family. The right attorney will help you, first, set up a Family Wealth Trust to preserve your financial legacy. Then, you will be educated about completing the My Legacy workbook, to share in your own words about your life … [Read more...]

Can any attorney create a Family Wealth Trust?

June 26, 2018 by Robert Kulas.

YES, but you would be better off choosing an attorney whose practice is focused on estate planning. Members of the American Academy of Estate Planning Attorneys receive continuing legal education on the latest changes in any law affecting estate planning, allowing them to provide you with the highest quality estate planning service anywhere. … [Read more...]

Is a Family Wealth Trust only for the rich?

June 26, 2018 by Robert Kulas.

No. A Family Wealth Trust can help anyone who wants to protect his or her family from unnecessary probate fees, attorney’s fees, court costs and federal estate taxes. In fact, the Family Wealth Trust offers substantial protection for your family, regardless of your total estate. In addition to savings at death, especially if your estate is over $100,000, the Family Wealth Trust also provides … [Read more...]

If I have a “bare bones” living trust should I go back to the attorney who drafted the trust?

June 26, 2018 by Robert Kulas.

You can certainly go back to the attorney you worked with before, however, few attorneys offer Legacy Wealth Planning. If you want Legacy Wealth Planning, contact a member of the American Academy of Estate Planning Attorneys. … [Read more...]

How do I know if I have a “bare bones” living trust?

June 26, 2018 by Robert Kulas.

Very few estate planning attorneys offer Legacy Wealth Planning. A “bare bones” living trust covers probate avoidance and usually ignores important issues to protect you, your spouse (if married) and your children. Bring your existing trust to your free one-hour consultation and we can review it for you. … [Read more...]

Is the Family Wealth Trust some kind of loophole the government will eventually close down?

June 26, 2018 by Robert Kulas.

NO. The Family Wealth Trust has been authorized by the law for centuries. The government really has no interest in making you or your family suffer a probate that will only further clog up the legal system. A Family Wealth Trust avoids probate so that your estate is settled exactly according to your wishes. … [Read more...]

Can I transfer real estate into a Family Wealth Trust?

June 26, 2018 by Robert Kulas.

YES. In fact, all real estate should be transferred into your Family Wealth Trust. Otherwise, upon your death, depending on how you hold the title, there will be a death probate in every state in which you hold real property. When your real property is owned by your Family Wealth Trust, there is no probate anywhere. … [Read more...]

Will a Family Wealth Trust avoid income taxes?

June 26, 2018 by Robert Kulas.

NO. The purpose of creating a Family Wealth Trust is to avoid living probate, death probate, and reduce or even eliminate federal estate taxes. It’s not a vehicle for reducing income taxes. In fact, if you’re the trustee of your Family Wealth Trust, you will file your income tax returns exactly as you filed them before the trust existed. There are no new returns to file and no new liabilities are … [Read more...]

If I set up a Family Wealth Trust, can I be my own trustee?

June 26, 2018 by Robert Kulas.

YES. In fact, most people who create a Family Wealth Trust act as their own trustees. If you are married, you and your spouse can act as co-trustees. And you will have absolute and complete control over all of the assets in your trust. In the event of a mentally disabling condition, your hand-picked successor trustee assumes control over your affairs, not the court’s appointee. … [Read more...]

Why should I have a Family Wealth Trust?

June 26, 2018 by Robert Kulas.

Not only does a Family Wealth Trust provide for the disposition of your property (like a Will), but it also offers the following benefits: Provides for the immediate transfer or trust management and distribution in the future of assets after death; Allows for a smooth transition of management upon incapacity or death; Avoids the expense and hassle of probate proceedings; Minimizes … [Read more...]

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Testimonials

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.
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.
“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
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.
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.
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.

Upcoming Seminars

  • Wills and Living Trusts Workshop
    • January 21, 2020
    • Port St. Lucie
  • Wills and Living Trusts Workshop
    • January 22, 2020
    • Vero Beach,
  • See all seminars

PORT ST. LUCIE

East Lake Professional Center
2100 SE Hillmoor Drive, Suite 105 Port St. Lucie, FL,34952
Phone: (772) 398-0720
Fax: (772) 398-9331
  • PORT ST. LUCIE

VERO BEACH

Bridgeview Building
2770 Indian River Blvd, Suite 321, Vero Beach, FL, 32960
Phone: (772) 778-8481
Fax: (772) 398-9331
  • VERO BEACH

Office Hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 12:00 PM
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