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Home >> Estate Planning Tips For Florida Estate Planners

Estate Planning Tips For Florida Estate Planners

June 2, 2014 by Robert Kulas. Leave a Comment

Making an estate plan is something that every adult resident of the state of Florida needs to do. Unfortunately, too many people get overwhelmed by the legal details of the estate planning process and fail to keep the bigger picture in mind. As you go about the process of creating a plan for yourself, let your lawyer worry about the legal technicalities. To help you stay motivated and on track, you will want to focus on the practical realities that estate planning addresses. To help you do this, we’ve come up with a list of tips.

Tip 1. You already have an estate plan even if you haven’t made one.

Everybody in the state of Florida will leave behind an estate, and that estate will have to be disposed of. If you choose not to create an estate plan you essentially give your ability to make estate planning decisions to other people.

Regardless of what you might have wanted to happen, failing to make an estate plan means that other people get to make very important decisions about your life and your estate. For example, if you fail to make an inheritance plan, you leave it up to the laws of the state of Florida to determine who will inherit your property after you die.

Tip 2. You don’t have to create your estate plan alone.

When you go to an attorney to create an estate plan, you and your lawyer have a legally protected relationship. Your lawyer is legally obligated to keep the statements you make confidential.

However, you are not obligated to only speak to your lawyer about your estate plan. Many of the issues that you will address in the planning process are very personal in nature. If you want to discuss these issues with your family, religious advisors, professional advisors, or anyone else, you are entirely free to do so. In fact, taking the time to discuss important issues with those closest to you is a great way to feel more comfortable with the decisions you end up making.

Tip 3. Your estate plan will be a part of your life, and might have to change.

It’s important to realize that your estate plan is something that will be with you for the rest of your life. As your life changes, as the laws change, and as your circumstances change, you will need to be prepared to make appropriate changes to your estate plan.

You cannot simply create an estate plan now and forget about it later if you want to get the most out of the process. A good estate plan is one you regularly review and update when necessary.

Filed Under: Estate Planning Tagged With: Estate Planning

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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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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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