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Home >> Making an Estate Plan in 2014

Making an Estate Plan in 2014

February 3, 2014 by Robert Kulas. Leave a Comment

If you are one of the millions of Americans who has never created any kind of estate planning device, you should make 2014 your year to do it. The promise of a new year can bring a sense of refreshment and hope. It can also give us a great opportunity to give ourselves a goal that we want to accomplish before another year passes.

Yet resolutions are often easier said than done. If you are like many Americans, you have probably made past resolutions that you have failed to accomplish. Fortunately, researchers around the world have identified some fairly simple strategies you can use to give yourself a much better chance of actually following through on your resolution. If you want to go into 2015 with an estate plan in place, here are some strategies you might want to use.

Get a calendar and write your estate planning goals down on paper.

A resolution you tell yourself in the morning, or one you decide upon while taking a shower, can feel great. You know you’re really going to do it this time, and you are intent on making it a reality. But these self-told resolutions rarely amount to actions. Even if they do, the actions usually fall short of actually accomplishing the goal.

This is because these types of thoughts tend not to be as motivating as a physical manifestation of your desire. The simple act of taking a pen or pencil, writing down your goal on a piece of paper, and then giving yourself a deadline is sometimes enough to give you the additional motivation you need to follow through.

Form a group interested in the same thing.

There is a reason people join country clubs, fraternities, sewing circles, and coffee klatches. People are social animals. We feel the need to be around others, and to share our thoughts, feelings, and experiences. When we’re involved in a group, we feel pressures to conform and to act in a way that the group finds acceptable.

Luckily for you, you can use this kind of positive social pressure to set and accomplish your estate planning resolution. If you know of a couple of people who have also considered estate planning but who have yet to begin, you can form a group dedicated to the task. By using social pressure, all members of the group will not only be better able to create a concrete goal, but will have a greater chance at being able to stay on task. Your desire to be a part of the group and to conform to its rules will give you the incentive to keep going, as well as the chance to talk about issues common to all of you.

Filed Under: Estate Planning Tagged With: Estate Planning

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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.

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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.

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~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."

default image
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.

default image
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.

default image
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.

default image
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.

default image
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.

default image
L.G.K.
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