Your Estate Matters Newsletter, Vol. 21.3

December 9, 2019

This issue’s articles include:

Becoming an Orphan
6 Questions to Ask Before an Aging Parent Moves In
Home Security
Wisdom of Never Giving Assets to the Kids (or Grandkids)
Legacy: Patty Duke
6 Ways Age Changes How We Travel (Optional)

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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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.

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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.

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.

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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.

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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.

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.

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."

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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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