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Home >> Estate Planning Articles >> Estate Planning is a Team Effort

Estate Planning is a Team Effort

March 7, 2014 by Robert Kulas.

Compliments of Our Law Firm,
Written By: The American Academy of Estate Planning Attorneys

An effective estate plan is not just a stack of well-drafted documents, it’s an arrangement designed to take care of you and your family during the most challenging moments of your lives.
It takes a team of advisors to pull together all the details to be sure that your plan is ready to spring into action when you need it. Most people need these core players on their team:

Experienced Estate Planning Attorney. Think of your attorney as the quarterback of your estate planning team. Your attorney listens to your goals and concerns and crafts a plan to meet your needs – and those of your family – in case of your disability or death.

Because estate planning is a complex and dynamic area of law, you’ll want to work with an attorney whose practice is focused on estate planning. This is not the time to seek out a general practitioner.

Financial Planner. One of the easiest ways to derail an estate plan is to miss your financial goals. Your financial planner can keep you on track to hit your retirement planning targets and help make sure you have the assets in place to fund your overall estate plan.

Accountant. Your accountant can work with your attorney to identify and address tax issues before they threaten your estate plan.

Insurance Agent. Your insurance agent can help ensure you and your loved ones are covered against life’s unpredictable and costly risks. Life insurance, in particular, can be an invaluable estate planning tool. Depending on your needs, life insurance can be used for a wide range of purposes, including estate tax planning, income replacement, business planning, and wealth building.

So, how do you go about building an estate planning team? It’s as simple as picking up the phone. All you need to do is call your estate planning attorney and make an appointment. Your attorney will guide you through the rest of the process, step by step.

If you already have the other team members in place, perfect! If not, your attorney can likely recommend a network of professionals to round out the roster.

There’s no better time than now to get in the game!

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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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
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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
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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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