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Home >> Estate Planning Articles >> Your Family Deserves More Than an Estate Plan

Your Family Deserves More Than an Estate Plan

December 30, 2011 by Robert Kulas.

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

We all want to do our very best to provide for our families, both during our lifetimes and after we’re gone. That is why we work hard, manage our finances carefully, and take estate planning seriously. The estate planning landscape has changed significantly in just a few years, and the opportunities are better than ever for those of us who want to leave a true legacy for our loved ones.

A generation or two ago, the best most people could do was to leave behind a good, solid Will. This allowed them to provide financially for their families and distribute their possessions in the way they saw fit.

Then, estate planning evolved to include disability planning. With disability planning, simple steps could be taken to prepare for situations like serious illness or injury. Proper planning smoothed the financial and medical transitions these situations brought on, keeping families out of court during an already stressful time in their lives.

Now, estate planning has further evolved to allow us to do even more for our loved ones. With Legacy Planning, we can go beyond allocating our financial wealth and making a disability plan. A Legacy Plan goes a step further, allowing us to pass on our true wealth – our values, wisdom, family history, and other non-financial wealth – in addition to providing long-term financial protection to those we leave behind.

With a Family Wealth Trust, you can use Legacy Planning to pass on your true wealth in the way that best suits your loved ones. When you establish a Family Wealth Trust, you select one of two levels of financial protection for your family members, depending on their needs: The Family Access Trust or the Family Sentry Trust.

The Family Access Trust keeps your children’s inheritances separate from their personal finances while allowing them full access to inherited funds. In most states, this arrangement is ideal for offering divorce protection for an adult child who is financially savvy and responsible with personal affairs. The Family Access Trust allows the use of an inheritance while ensuring that, in the event of a divorce, a former spouse does not walk away with a portion of your hard-earned nest egg.

If any of your children need a little additional help with financial management, the Family Sentry Trust might be the appropriate option. Under this arrangement, your child receives financial oversight from a third-party Trustee chosen by you. The Trustee follows your instructions in allowing your child to access Trust funds, protecting your child’s inheritance not only from divorce, but also from creditors, lawsuits, and poor financial decision-making.

If you want to leave a true legacy, a traditional estate plan is not enough. With a Family Wealth Trust, you can pass on your values, wisdom, and family heritage along with your nest egg. You can also provide your children’s inheritances with just the right amount of protection from the threats and challenges of life.

An estate planning attorney with experience in Legacy Planning can help you explore all the options for you and your family.

Kulas & Crawford

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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.

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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.

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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.

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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.

~Krissy L
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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
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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
    

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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