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Wills and Living Trusts Workshop

  • Title: Wills and Living Trusts Workshop
  • Area: Vero Beach,
  • Date: Wednesday, January 22, 2020
  • Time: 10:00 AM - 12:00 PM
  • Location: Vero Beach Outlets Community Room
  • Address: 1759 94th Drive

  • Attend this workshop and immediately discover how you may avoid mistakes in these key areas:
    1. PROBATE COSTS AND DELAYS: How you may avoid potential delays of 9 months to 1 year or more. How you may eliminate or minimize substantial court, attorneys’ and executors’ fees.
    2. NURSING HOME COSTS: How you may protect your nest egg from nursing home costs, which average over $7,000 per month in our area.
    3. DIVORCE: How you may preserve your children’s inheritance if they divorce… up to 50% of your assets could walk out the door with your ex in-law.
    4. REMARRIAGE: How you may prevent your assets from going to a stranger instead of your children if your spouse gets remarried after your death.
    5. ESTATE TAXES: How you may eliminate or minimize state and federal estate taxes.
    6. RETIREMENT PLANS: How you may choose the right options to preserve your IRA or 401(k). How you may take advantage of opportunities to minimize income taxes for your beneficiaries.
    7. INCAPACITY: Make your final wishes known with a Living Will and Health Care Proxy. How you may avoid a publicly humiliating and expensive guardianship proceeding if you become legally incapacitated or disabled.

     

    Directions

    From I-95:  Take Exit 147.  Head West at the end of the exit on Rt. 60.  After .5 miles, turn left onto 94th Drive. Stay to the right when entering the mall’s main entrance.  The conference room, Suite D-170, is located next to the Sunglass Hut.


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    Testimonials

    “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
    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.
    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.
    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.
    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.
    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.

    Upcoming Seminars

    • Wills and Living Trusts Workshop
      • January 21, 2020
      • Port St. Lucie
    • Wills and Living Trusts Workshop
      • January 22, 2020
      • Vero Beach,
    • See all seminars

    PORT ST. LUCIE

    East Lake Professional Center
    2100 SE Hillmoor Drive, Suite 105 Port St. Lucie, FL,34952
    Phone: (772) 398-0720
    Fax: (772) 398-9331
    • PORT ST. LUCIE

    VERO BEACH

    Bridgeview Building
    2770 Indian River Blvd, Suite 321, Vero Beach, FL, 32960
    Phone: (772) 778-8481
    Fax: (772) 398-9331
    • VERO BEACH

    Office Hours

    Monday9:00 AM - 5:00 PM
    Tuesday9:00 AM - 5:00 PM
    Wednesday9:00 AM - 5:00 PM
    Thursday9:00 AM - 5:00 PM
    Friday9:00 AM - 12:00 PM
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