• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Kulas & Crawford

Attorneys at Law

Call Now: (772) 398.0720

Attend a Free Workshop
  • Home
  • About Our Firm
    • About Our Firm
    • Meet Our Team
  • Services
    • Elder Law and Medicaid
    • Estate and Gift Tax Figures
    • Estate Planning Services
    • Financial Planning Assistance
    • IRA and Retirement Planning
    • Legacy Planning
    • LGBTQ Estate Planning
    • Pet Planning
    • Probate and Trust Administration
    • SECURE Act
    • Special Needs Planning
    • Veterans Benefits
  • Resources
    • Articles
    • Definitions
    • Elder Care Resources
    • Elder Law Resources
      • Elder Law Reports
      • Palm Bay Elder Law Resources
      • Vero Beach Elder Law Resources
    • Estate Plan Checkup
    • Florida Alzheimer’s Guide
    • FREE Estate Planning Worksheet
    • Free Seminars
    • Frequently Asked Questions
      • Elder Law and Medicaid
      • Estate Planning FAQ’s
      • Frequently Asked Questions for Families Without an Estate Plan
      • Legacy Wealth Planning FAQ’s
      • LGBTQ Estate Planning Frequently Asked Questions
      • Probate
      • Trust Administration & Probate Frequently Asked Questions
      • Veteran’s Benefits
      • Wills and Trusts
    • Newsletters
    • Pre Consultation Form
    • Presentations
    • Probate Checklist
    • Probate Resources
      • Port St Lucie Probate
      • Stuart Probate
      • Vero Beach Probate
    • Published Books
    • Reports
      • Advanced Estate Planning
      • Basic Estate Planning
      • Estate Planning for Niches
      • Trust Administration
    • Top Estate Planning Techniques
  • Workshops
  • Reviews
    • Our Reviews
    • Review Us
  • Communities We Serve
    • Indian River County
      • Vero Beach
    • Martin County
      • Hobe Sound
      • Jensen Beach
      • Stuart
    • Okeechobee County
      • Okeechobee
    • St. Lucie County
      • Fort Pierce
      • Port St. Lucie
  • Blog
  • Contact Us
Home >> Services >> Port St. Lucie and Vero Beach Florida Financial Planning Assistance

Port St. Lucie and Vero Beach Florida Financial Planning Assistance

Do you dream of achieving financial security? Of being able to buy a house, put your children through college, and retire comfortably? This is the American dream and it can be within your reach with the right financial plan. Everyone, at all income brackets and all asset levels, can achieve financial success with smart money management. The key is to start making the right choices early, to make the choices that work for you, and to take advantage of the tax breaks provided to help you save.

Check us out on BrokerCheck

Kulas & Crawford is a Port St. Lucie and Vero Beach, FL estate planning and elder law firm that does much more than just help seniors plan for the end of their life. Our legal team is dedicated to providing financial planning assistance to people of all ages and at all levels of their wealth building process. We want to help ensure you can achieve financial success and we’re passionate about being your partner in your financial journey. Contact us today to learn more about the ways in which we can help with your financial plan and to find answers to questions including:

  • Is financial planning assistance important?
  • What should be a part of my financial plans for the future?
  • How can a Vero Beach, FL financial planning assistance lawyer help me?

Is Financial Planning Assistance Important?

Financial planning assistance is important for virtually everyone. Regardless of how much money you are making or of how responsible you are with investing, getting professional assistance will allow you to take your plan for financial security to the next level.

When you get financial planning assistance, you benefit from professional advice provided by someone who understands how you can make the law work to your advantage. You can make informed choices about investments and asset protection so you can ensure not just a financially secure future for yourself but also so you can build the types of wealth that allow you to support causes and change the lives of your loved ones.

What Should be a Part of Your Financial Plans?

When you get professional financial planning assistance, you can make a comprehensive plan to address all of the important issues related to growing and protecting your wealth. Some of the different things which should generally be a part of your plan include:

  • An asset protection strategy. You want to ensure your assets are safe from loss. An asset protection strategy means if you need to go into a nursing home you do not end up losing all you’ve worked for; and if your business is sued you don’t lose everything; and if your property is inherited after your death your heirs don’t squander it. Structuring ownership appropriately, such as through the use of trusts, can provide protection.
  • A tax strategy. You want to benefit from tax breaks and you want to minimize what has to be paid in taxes both during your life and when you pass away and your estate transfers. Investing in certain tax-advantaged investments like IRAs can be helpful at reducing tax liability, while strategic forms of ownership can allow you to ensure no estate tax is assessed.
  • An incapacity plan. Through the creation of a living trust or a power of attorney, you can make sure your incapacity does not result in assets being lost because of mismanagement.
  • An estate plan. Wills, trusts, insurance policies and joint ownership are all different ways you can facilitate the transfer of the wealth you have acquired.

You’ll also want to include some more basic things in your plan as well. You’ll need to decide how much to invest over time, where to invest it, and when and how to spend it strategically. An experienced attorney can help with all issues, from the simple and practical to the complex, when it comes to the creation of your financial plans.

How Can a Vero Beach Financial Planning Assistance Lawyer Help Me?

In Port St. Lucie and Vero Beach, FL, clients trust Kulas & Crawford to help them create their financial plans. The reputation and experience of our legal team demonstrate our strong ability to help you create a financial plan that will allow you to achieve a secure future.

We care about helping you to make your money work for you and we will help you to create a strong plan and take the steps to achieve it. Give us a call at 772-398-0720 or contact us online to learn more about the ways in which we can help you achieve your dreams of financial security.

Kulas & Crawford

Download Free Estate Planning Worksheet

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.

TESTIMONIALS

Easy Testimonials
August 25, 2020
    

I needed a simple, easy-to-use way to add testimonials to my website and display them. Easy Testimonials Pro did all of that and more!

avatar-1
Janet Exampleton
Owner, Exampleton Productions
Easy Testimonials
August 25, 2020
    

I receieved excellent customer support, and quickly. Thank you so much!

avatar-2
Linda Herman
Founder, Herman Studios
Easy Testimonials
August 25, 2020
    

I love your product! I would recommend this to anyone. What a great find!

avatar-3
Steve
Developer, Acme Co.
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
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
    

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 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
    

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
    

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
    

"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.
<
>

Follow Us

  • Facebook
  • Instagram
  • LinkedIn
  • RSS
  • Twitter
  • YouTube

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
footer-logo
  • Facebook
  • Instagram
  • LinkedIn
  • RSS
  • Twitter
  • YouTube

The information on this Florida Attorneys & Lawyers / Law Firm website is for general information purposes only. Nothing on this or associated pages, documents, comments, answers, emails, or other communications should be taken as legal advice for any individual case or situation. The information on this website is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship.

Kulas & Crawford. Privacy Policy | Contact Us | Disclaimer | Site Map | Powered by American Academy of Estate Planning Attorneys


© 2023 American Academy of Estate Planning Attorneys, Inc.