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Home >> Incapacity Planning in Florida Tip Sheet

Incapacity Planning in Florida Tip Sheet

May 15, 2014 by Robert Kulas. Leave a Comment

When people in the Port St. Lucie, Florida area create an estate plan, there are a lot of issues and questions they will have to answer. Your estate planning lawyer will guide you through the process of creating an incapacity plan that meets all appropriate legal requirements. However, your attorney cannot tell you what your decisions should be. You will have to ask yourself a variety of questions and come up with your own answers when you make an incapacity plan. To that end, we have developed this list of tips that can help you through the process.

Incapacity Planning Tip 1. Do some homework.

To many people beginning the incapacity planning process, a lot of the terms and issues you have to confront will be completely new to you. Other issues might seem simple, but could be more complex than you realize. Regardless of your background, many of the issues you will have to confront in the incapacity planning process will require you to do some homework. You want to make sure that you research the questions enough so that you become comfortable in making a knowledgeable decision.

For example, you might want to talk to your doctor about the medical issues surrounding incapacity planning. Understanding the specific medical conditions you might one day face, the treatment options available to you, and what your choices will mean for you and your family can be an essential step.

Incapacity Planning Tip 2: Take time for reflection and thought.

Even if you know the legal and medical realities surrounding your incapacity plan, there is another component to developing these plans that a lot of people don’t always anticipate. Many of the questions you might have to confront will involve some deeply held personal beliefs. If you are troubled by the religious, spiritual, or ethical implications of any of these questions, you should allow yourself some time to reflect on them so you can arrive at an answer with which you are comfortable. In some situations, resolving these types of questions is simply a matter of researching the question in more depth. In other situations, you might want to consult an advisor, friend, spiritual guide, or clergy member for assistance.

Incapacity Planning Tip 3: Choose your representatives with an eye toward practicality.

Your incapacity plan will allow you to appoint people who will be able to represent your interests should you be incapacitated. Always consider the practical limitations involved in this role before you make your decision. For example, choosing someone who lives across the country might not be as good a choice as choosing someone who lives closer to you and your family.

Filed Under: Incapacity Planning Tagged With: Incapacity Planning

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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
    

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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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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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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