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Posts by category

  • Category: asset protection
    • Common Threats to Your Assets
    • Be Careful How You Co-Own Property
    • What Is a Domestic Asset Protection Trust?
    • How Can the High Cost of Nursing Home Care Threaten My Assets?
    • Why Would I Need an Asset Protection Lawyer?
    • Port St. Lucie Asset Protection Lawyer Urges Parents to Protect Children from a Previous Marriage
    • Does the nursing home get half of my assets?
    • Asset Control and Your Living Trust in Port Saint Lucie Florida
    • Protect Your Assets From Nursing Home Costs
    • Common Asset Protection Mistakes
    • Should You Create an Asset Protection Plan?
    • Understanding Asset Protection in Port Saint Lucie FL
    • The Paradox of Wealthy Parents
    • How a Prenup Can Fits Into Your Estate Plan
    • Protecting Parents From Gold Diggers
    • Get Ahead of the Gift Tax Exemption Expiration
    • Wills and Nuptial Agreements: Part 3 of 3
    • Wills and Nuptial Agreements: Part 2 of 3
    • Wills and Nuptial Agreements: Part 1 of 3
    • Who is Eligible for Veterans A&A?
    • Do you know where your assets are?
    • Are All Assets “Probate” Assets?
    • What Makes a Last Will and Testament Legal?
    • Avoiding Probate Due to Joint Tenancy
    • Estate Planning for the Blended Family
    • Why Parents With Young Children Must Focus on Asset Protection Early
    • Got Creditors? A Revocable Living Trust Is Not Enough
  • Category: Baby Boomers
    • Port St. Lucie Elder Law Attorneys Offer Tips to Prevent Elder Abuse
    • Florida Estate Planning Issues for Baby Boomers
    • More Boomers Selling Their Businesses
    • Florida Boomers Need to Face Facts
    • Boomers Unprepared for Long-Term Care
  • Category: Blended Families
    • Blended Family Estate Planning Essentials
    • Florida Law and Unmarried Domestic Partners: Part 3 of 3
    • Florida Law and Unmarried Domestic Partners: Part 2 of 3
    • Florida Law and Unmarried Domestic Partners: Part 1 of 3
    • Average Americans That Really Need an Estate Plan
    • Second Marriages and What You Need to do With Your Estate Plan
    • 3 Questions About Estate Planning With Step-Children
    • Pretermitted Children and Florida Estate Planning: Part 3 of 3
    • Pretermitted Children and Florida Estate Planning: Part 2 of 3
    • Pretermitted Children and Florida Estate Planning: Part 1 of 3
    • Florida’s Intestacy Laws Regarding Children: Part 3 of 3
    • Florida’s Intestacy Laws Regarding Children: Part 2 of 3
    • Florida’s Intestacy Laws Regarding Children: Part 1 of 3
    • Estate Planning Challenges for Blended Families
  • Category: business succession planning
    • Start 2022 the Right Way
  • Category: Conservatorship
    • Avoid that Unwelcome Conservatorship with Sound Estate Planning Today
  • Category: consumer
    • Estate Planning – Something You Shouldn’t Do Yourself
  • Category: Elder Law
    • How Can an Elder Law Attorney Help Me?
    • Keeping Elderly Loved Ones Safe in the Age of Social Media
    • How Can I Help My Aging Parents?
    • Tips for Caregivers
    • Stimulus Checks and Nursing Homes
    • Keeping Seniors Safe from Predators during the Holidays
    • Older Americans Month Is an Excellent Time to Update Your Estate Plan
    • What Is the Difference between SSI and SSDI?
    • Veterans Aid & Attendance Program Announces Changes
    • Marvel Comic Legend Wins Restraining Order Based on Allegations of Elder Abuse
    • Veterans Often Have to Fight for Benefits They Deserve
    • Elder Law Attorneys Offer Tips to Prevent Elder Abuse
    • Vero Beach Elder Law Attorneys Explain the “Granny Scam”
    • Lawmakers Push for Legislation Giving Residents the Right to Sue Nursing Home
    • Vero Beach Nursing Home Lawyers Discuss Signs of Abuse
    • Vero Beach Elder Law Attorneys Urge Seniors to Update Estate Plans
    • Florida Nursing Home Inspection Reports Lack Vital Information
    • Port St. Lucie Elder Law Attorneys Offer Tips to Avoid Becoming the Victim of Scammers
    • Vero Beach Elder Law Attorneys Help You Choose the Right Nursing Home
    • Do You Have a Plan to Manage Future Nursing Home Expenses?
    • Can I Qualify for Medicaid Benefits for Nursing Home Care?
    • Elder Law Basics: What is Medicaid?
    • A Call to Arms: Elder Abuse is Increasing in Florida
    • I Need Nursing Home Care; Do I Qualify for Medicaid?
    • 401k Investments and Your Elder Law Questions
    • Is Your Eligibility for Medicaid Benefits Secure?
    • Florida Elder Law What You Need to Know
    • When Should You Start Your Nursing Home Planning?
    • Protect Your Rights and Interests with a Port St. Lucie Elder Law Attorney
    • World Elder Abuse Awareness Day: A Time to Reflect
    • High Nursing Home Costs and How to Manage them
    • Elder Law – 10 Things You Didn’t Know About It
    • Is It Time to Contact a Nursing Home Lawyer?
    • Elderly Nursing Home Worker Charged with Elder Abuse in Florida
    • Elder Law Can Affect Anyone, Not Just the Elderly
    • Elder Law Concerns: Protecting Your Assets From The Expense of Long Term Care
    • How to Take Away The Keys From Mom or Dad
    • Florida Pet Planning: Pet Concerns and Elder Care
    • Should you Talk to an Elder Law Attorney?
    • ‘Granny Scammers’ Using Social Media to Prey on Elderly
    • Basic Questions About Estate Planning – What if my Elderly Parents Need a Guardian?
    • Basic Questions About Estate Planning – What is Long-Term Care?
    • Free Report: Estate Planning for Florida Seniors – Part1
    • Some Common Elder Law Myths
    • Medicare Open Enrollment Begins in October
    • Basic Questions About Estate Planning – What is Elder Law?
    • When The Nursing Home Causes Harm
    • Elder Law Tip Sheet
    • How to Know When It’s Time for an Elder Law Attorney
    • Texas Woman Removed From Life Support After Court Order
    • Three Groups of Non-Elderly People Who Need an Estate Plan
    • Alzheimer’s and Your Estate Planning Options: 3 Questions
    • Dementia Suffers Will Increase Dramatically in Coming Decades
    • Talking to Your Parents About The Inevitable
    • “Mockingbird” Author Financial Elder Abuse
    • 3 Baby Boomer Facts That May Surprise You
    • When Adult Children Live With Elderly Parents
    • Dementia a Threat to Those Under 65 as Well
    • Single Family Home Design Changing as Population Ages
    • Developing a Relationship With Your Estate Planning Lawyer
    • The Hardest Choice: When to Let Go
    • Know What Your Getting When You Look for Elder Care Assistance
    • Elder Law: Why You Need to Plan Ahead Now
    • Baby Boomer Icon Annette Funicello Dies at 70
    • With an Aging Population Comes a Rise in Elder Abuse
    • How to Choose an Elder Care Facility: 3 Tips
    • Elderly Under More Debt
    • Don’t Be Surprised if You See More Seniors at Work
    • Helping Parents When They Need Elder Care
    • When Elder Care Becomes a Burden: Recognizing the Difference Between Caretaking and Caregiving
    • Two Questions about Life Care Planning
    • 3 Tips to Maintaining Your Independence as You Age
    • When Grandparents Want To Become Guardians
    • Discussing Your Parent’s Age-Related Needs This Holiday Season
    • When Parents Don’t Want to Move Out
    • Fiscal Cliff? Try an Eldercare Cliff
    • States Opting-Out of Medicaid May Cause Rise in Private Insurance Rates
    • How to Spot Signs of Elder Abuse
    • Feds: Medicaid Delay Could Cost States
    • More Children Caring For Elderly Parents, And Paying a Price
    • Important Elder Law Terms You Need to Know
    • Study Says Isolation A Deadly Risk to the Elderly
    • Alzheimer’s Early Warning Test May Soon Include Walking
    • Seniors who Volunteer are in Better Health
    • Easing Into Retirement With a Part-Time Job
    • As Boomers Reach Retirement, They Are Still Getting Divorced
    • Elderly Depression Can Be Hard To Detect
    • Survey: Financial Victimization of Elderly Americans Increasing
    • Missouri Lawmakers Expanding Elder Abuse Penalties
    • Arthritis Warning Signs Often Differ
    • New Jersey Legislature Considers New Elder Protections
    • Elder Abuse Protections Set to Expand in Maryland
    • Assisted Living Adapts to Wave of Boomer Retirees
    • Alzheimer’s Disease – 2 Key Warning Signs
    • How To Avoid Baby-Boomer Scams – 3 Warning Signs
    • Survey: Baby Boomers Don’t Adequately Plan For Their Medical Choices
    • The Property Tax Relief Programs Available in Florida: Part 3 of 3
    • The Property Tax Relief Programs Available in Florida: Part 2 of 3
    • The Property Tax Relief Programs Available in Florida: Part 1 of 3
    • What is a Guardian ad Litem?
    • Alzheimer’s Warning Signs
    • Elder Law: Beyond Estate Planning
    • Financial Elder Abuse: What It Is and What to Do About It
    • Elder Care Dispute? Consider a Mediator
    • Is It Time to Hand Over the Car Keys?
  • Category: Estate Planning
    • 5 Important Estate Plan Documents
    • Refresh and Reset: Syncing up in San Diego
    • Important Estate Plan Updates for Seniors
    • Spring Summit 2022: Celebrating Friendship in the Lone Star State
    • The Toll of Serving as Fiduciary
    • The Power in Powers of Appointment
    • Tax Planning for 2022
    • Don’t be a Turkey – Use Your Annual Per Donee Exclusion Amount
    • Estate Planning Reduces Stress During High Anxiety Times
    • What Does an Executor Do?
    • It’s Important to Have a Coordinated Estate Plan
    • How Often Do I Need to Update My Estate Plan?
    • Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More
    • Plan Now for the Incredible Shrinking Exclusion
    • Use It Before It’s Gone
    • The Role of the Estate Planning Attorney
    • Biden Administration Could Reduce Estate Tax Exclusion
    • Starting the New Year Right
    • A Time for Thanks and Community
    • What the 2020 Election Could Mean for Your Estate Plan
    • Preparing for the Unexpected…and the Eventual
    • Leaving Assets Can Be Tricky
    • Staying Current is Especially Important in the Pandemic
    • Staying Current is Especially Important in the Pandemic
    • Chadwick Boseman Demonstrates the Importance of Planning
    • Will Your Estate Plan Still Work If You Move?
    • Protecting Your Partner through Estate Planning
    • The Basics: Financial Power of Attorney
    • Irrevocable Medicaid Trusts
    • Avoiding Family Chaos in the Coronavirus Age
    • Families Gather in Novel Ways in Pandemic
    • Baby Boomers Aren’t Creating Estate Plans — What That Means for You
    • Coronavirus and Nursing Homes
    • Economic Fallout from Coronavirus May Provide Opportunities
    • Whom Do You Want to Get Your Assets?
    • Planning for the Sandwich Generation
    • Beneficiary Designations and Other Non-Probate Transfers
    • The SECURE Act and What It Means for You
    • Planning for the SECURE Act
    • Tax Planning for 2020
    • Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud
    • Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity
    • The Questions of Estate Planning, Part 5: How
    • Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements
    • Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
    • Continuing Legal Education in San Diego
    • The Questions of Estate Planning, Part 2
    • The Questions of Estate Planning, Part 4: Where
    • The Questions of Estate Planning, Part 3: When
    • The Questions of Estate Planning, Part I: Who
    • Make Your Own Plan
    • 529 Plans: Planning for Education with a Tax and Asset Protection Bonus
    • Planning for the Unexpected
    • Planning for Education Expenses
    • Planning for Special Needs Children
    • Planning for Step-Children
    • The Importance of Communicating Your Plans
    • How Much is Too Much?
    • Clarity is Key to Planning
    • Is an Inherited IRA Taxable to the Beneficiary?
    • What is a GST Trust?
    • Kiddie Tax is Worse Than Ever
    • Last Will vs. Living Trust
    • When and Where You Die Matters
    • Planning is Critical
    • New Estate Tax Proposal
    • What are UGMA and UTMA Accounts?
    • New Tax Proposals
    • Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
    • Wills, Trusts, and Estates — A Beginner’s Guide
    • Selecting an Agent
    • Turning the Page on 2018 and Looking Forward to 2019
    • When Should I Review My Estate Plan?
    • How Are Trusts Taxed?
    • QDRO: Not Just for Divorce Anymore
    • Giving Back
    • Prenuptial Agreements Can Provide Remarriage Protection
    • Aretha Franklin Died Intestate: What Does It Mean for Her Family?
    • Special Accounts for People with Special Needs
    • Estate Planning is for You, Not Just Your Parents or Grandparents
    • New Asset Transfer Look-Back for VA Aid & Attendance Coming Soon: The Window of Opportunity is Closing Quickly!
    • Trusts for Privacy
    • Planning for Lottery Winners, Part 1 of 2
    • What’s a 529 Plan and What Are the Benefits to Using One?
    • Estate Planning: It’s Not Just About the Estate Taxes
    • Incapacity Planning
    • Planning for Frequent Flyer Miles
    • Apollo 11 Astronaut Sues Children for Mismanaging Money
    • Hurricane Season Tips to Protect You, Your Family, and Your Assets
    • Dead Hand Control: How Much is Too Much?
    • Port St. Lucie Estate Planning Attorneys Explain a Letter of Instruction
    • Vero Beach Estate Planning Attorneys Explain the Need to Include Retirement Planning in Your Estate Plan
    • What We Can Learn from Richard Pryor’s Bitter Estate Feud
    • Port St. Lucie Estate Planning Attorneys Discuss Top 5 Components
    • 6 Important Estate Planning Considerations – Part 4: Beneficiary Designations
    • Estate Planning is Too Important to Procrastinate
    • 6 Important Estate Planning Considerations – Part 5: Retirement Assets
    • 6 Important Estate Planning Considerations – Part 3: Your Kids
    • Retirement: It’s not Just About the Money
    • 6 Important Estate Planning Considerations – Part 2: Long-Term Care
    • 6 Important Estate Planning Considerations – Part 1: Incapacity
    • Estate Planning: Simple is not Always Better
    • How Are You Planning for Long-Term Care (LTC) Expenses?
    • Income Tax Basis in Estate Planning – Part 2
    • Basis is Important in Estate Planning
    • Planning for Retirement Plans and IRAs: Beneficiary Designation
    • Estate Planning: The Simplest Plan is Usually Not the Best
    • New Tax Law May Affect State Income Tax, Too!
    • Retirement is Complicated
    • Port St. Lucie Estate Planning Attorneys Warn Against the Use of DIY Documents
    • Age-Related Retirement Milestones
    • Sager Family Shows Perils of Blended Families
    • Vero Beach Estate Planning Lawyers Discuss the In-Law Threat
    • Estate Planning Attorneys Point Out Top 5 Estate Planning Mistakes
    • Estate Planning Lawyers Explain How to Protect Your Estate in Case Your Surviving Spouse Remarries
    • Vero Beach Estate Planning Lawyers Discuss Your Digital Assets
    • Basics of Estate Planning: Two Common Mistakes with Trusts
    • Basics of Estate Planning: Getting the Most out of Charitable Gifts
    • Law in the U.S. can be Participatory
    • Basics of Estate Planning: Lack of Coordination
    • Basics of Estate Planning: Choosing a Roth or Traditional IRA (or 401k)
    • Basics of Estate Planning: Asset Protection
    • Basics of Estate Planning: Estate Planning for Major Life Events
    • Basics of Estate Planning: Advising Clients on Selecting Fiduciaries
    • Vero Beach Estate Planning Lawyers Help You Choose Your Fiduciaries
    • How Do Estate Planning Lawyers Decide What Components Go Into a Plan?
    • Vital Facts about Guardianship in Florida
    • Vero Beach Estate Planning Lawyers Answer 5 Top Questions
    • The Importance of Legacy Wealth Management Assistance
    • Six Reasons You Might Need Trusts for Your Estate Plan
    • Answers to Your 401k Questions
    • Estate Planning Fiduciary Roles [Infographic]
    • Ten Reasons You Need a Probate Lawyer
    • The Importance of a Sound Retirement Plan
    • Why Early Retirement Planning is Essential for Success
    • Six Reasons You Need an Estate Planning Attorney in 2017
    • Seven Reasons You Need a Living Trust Lawyer
    • The Truth About the Florida Inheritance Tax
    • Do You Understand the Medicaid Lookback Period?
    • Get a Head Start on Early Retirement Planning
    • Florida Estate Tax Questions and the Answers You Need
    • Gift to Avow Serves as Reminder of the Power of Estate Planning
    • It’s Time to Take that 401(k) Contribution Seriously!
    • Do Executor Duties Involve Any Risk?
    • How to Find the Right Florida Estate Planning Attorney
    • Revocable Trusts: The Not-So-Secret Weapon Your Estate Plan Needs
    • Florida Power of Attorney Lawyer Can Help You With Estate Planning
    • Essential Steps for Setting Up a Trust
    • Can Your Will Survive a Legal Challenge?
    • Before You Start Gifting, Make Sure You Understand the Look-Back Period!
    • Maximize Your Estate Planning with a Port St. Lucie Trusts Attorney
    • Trust Administration for Trustees
    • Learn Why an Irrevocable Trust Could Be Just What You Need
    • Estate Planning for Millennials
    • Trying to Qualify for Medicaid: Seven Myths You Can Ignore
    • How Does Florida Homestead Law Protect Your Interests?
    • Avoid Mistakes with a Port St. Lucie Estate Planning Attorney
    • Are You Worried About a Florida Inheritance Tax?
    • Why You Need an Estate Planning Attorney to Protect Your Assets
    • Preparing for End of Life: Top 10 Estate Planning Tips
    • A Checklist for Planning a Will
    • What Legacy Planning Can Do for You
    • How to Pick an Estate Planning Lawyer: 4 Practical Tips
    • Why You and Your Partner Need to Discuss Estate Planning This Year – Part 2
    • Here is Why Not Starting an Estate Plan in 2016 is a Very Bad Idea
    • Alternative Dispute Resolution in Estate Planning
    • Deciding Between Single and Co-Executors in Port St Lucie Florida
    • Foundational Legal Concepts in Estate Planning
    • Why Your Estate Plan Will Include a Will and a Living Trust
    • What is the Statute of Limitations on an Estate Plan? Commonly Asked Questions
    • Pet Planning and Life Insurance
    • 3 Questions About Student Loans, Debts After Death, and Estate Planning
    • Florida Estate Plans Change Over Time – Part 1
    • Whitney Houston’s Death Sparks Buying Frenzy
    • To Protect Fortune After Drunk Driving Death, Man Adopts Girlfriend As His Daughter
    • Can Florida Really Inherit My Property?
    • How to Choose an Executor in Florida
    • The Biggest Estate Planning Myth of All: The Reading of Your Will
    • 3 Potentially Harmful Estate Planning Myths
    • Digital Asset Control Law Could be Sign of Things to Come
    • Understanding the Family Foundation
    • Guardians in Florida – Final Questions
    • 2015 Year-End Estate Planning Tips
    • A Good Vacation Plan Includes Estate Planning
    • Who is a Fiduciary and Why Does it Matter?
    • James Gandolfini, Michael Jackson, and Learning From Celebrity Estate Planning Mistakes
    • Does Your Estate Plan Need to Worry About Intellectual Property in Florida
    • Why Making an Estate Plan in Florida is Important in the Grieving Process
    • Guardians in Florida: Can you Choose a Guardian?
    • Get to Know Your Port Saint Lucie Estate Planning Lawyer Before You Hire Him
    • When Your Estate Plan is Not About Your Family
    • Collectibles and Your Inheritance Plan
    • Guardians in Florida – How Does a Court Appoint a Guardian?
    • Collectibles in Your Florida Estate Plan
    • Basic Questions About Estate Planning – What is a Letter of Instruction?
    • Basic Questions About Estate Planning – What is Legacy Planning?
    • AVOIDING ESTATE CONFLICTS
    • Understanding Estate Planning: Estate Planning is Important Because it Addresses “Whens” and “Ifs”
    • Your Estate Plan and Your Foreign Property
    • Robin Williams Estate Dispute Settled
    • Be Careful With Digital Document Archives
    • Estate Planning Issues to Consider Before and After Your Divorce
    • Basic Questions About Estate Planning – How do I Avoid Estate Conflicts?
    • Your Sentimental Property And Your Estate Plan
    • Estate Planning in May-December Relationships
    • Guardians in Florida – Frequently Asked Questions
    • Why You Still Don’t Have an Estate Plan
    • Are There Unnecessary Estate Planning Tools?
    • Estate Planning Questions You Need to Ask Yourself Every Year
    • Hoarding and the Estate Planning Process Part 2 – Identifying and Helping Hoarders
    • Hoarding and the Estate Planning Process – Understanding Hoarding
    • Basic Questions About Estate Planning – What Happens to my Estate Plan if I Get Divorced?
    • Basic Questions About Estate Planning – I Just Want Everything Taken Care of After I Die. What do I Need to do?
    • Estate Nightmares of the Rich and Famous
    • Basic Questions About Estate Planning. I’m Dying. What Should I do About my Final Wishes?
    • Basic Questions About Estate Planning – What are Some Commonly Misunderstood Ideas About Estate Planning?
    • Estate Planning For New Families
    • Basic Questions About Estate Planning – What if I’m Married to a Non-Citizen?
    • Four Ways Your Property Transfers After You Die
    • Weaving Your Business Transition and Estate Plans Together
    • Your Estate Plan and the Right of Survivorship
    • Changing Your Estate Plan as Your Family Grows Up
    • Free Report: Florida Letters of Instruction – Part2
    • Free Report: Florida Letters of Instruction – Part1
    • Facebook Users Can Now Designate a “Legacy Contact”
    • Basic Questions About Estate Planning – How Can I Protect my Pets?
    • Letters of Instruction in Florida: Specific Details, Updates, Options
    • Basic Questions About Estate Planning – Why Shouldn’t I Make a DIY Estate Plan?
    • Letters of Instruction in Florida: Essential Issues
    • Estate Planning for Generation X
    • Estate Sales and Estate Plans
    • Your Estate Plan and Your Faith
    • When a Child Divorces: Estate Planning Questions to Consider
    • Newly Married Seniors and Estate Planning
    • You’re Recently Married. Now it’s Time to Make an Estate Plan
    • Start the New Year Right With These Estate Planning Tips
    • Basic Questions About Estate Planning – Do I Need to Make a New Estate Plan if I Have Moved?
    • Basic Questions About Estate Planning – What is Digital Estate Planning?
    • Basic Questions About Estate Planning – What is Asset Protection?
    • Basic Questions About Estate Planning – What is Inheritance Planning?
    • Estate Planning for Florida: More Questions and Practical Answers
    • Estate Planning for Florida Seniors: Questions and Answers
    • Free Report: Florida Probate (Part 2 of 2)
    • October is Home to National Estate Planning Awareness Week
    • Estate Planning in Florida: Commonly Asked Questions and Practical Answers
    • Free Report: Estate Planning in Florida: Main Issues Most Plans Focus On
    • Free Report: Estate Planning in Florida
    • The Death of Joan Rivers, Estate Planning, and Privacy
    • Basic Questions About Estate Planning – What About my Children?
    • 3 Interesting Facts About Estate Planning
    • Basic Questions About Estate Planning – What are Fiduciaries?
    • Basic Questions About Estate Planning – Do I Need to Worry About Estate Taxes?
    • Basic Questions About Estate Planning – What Does a Basic Estate Plan in Florida Look Like?
    • Make Sure to Review Your Estate Plan
    • 3 Issues Married Couples Need to Think About When Estate Planning
    • Married Couples and Estate Planning Issues
    • The Ugly Fight Over Casey Kasem
    • Basic Questions About Estate Planning – Why Do You Need a Plan?
    • Basic Questions About Estate Planning 4 – Not Having a Plan
    • The 4 Foundational Elements of Every Estate Plan
    • Keep Estate Planning Simple With These 4 Rules
    • Basic Questions About Estate Planning 2 – Estates
    • Basic Questions About Estate Planning: What Can I do With a Will?
    • Estate Planning Tips For Florida Estate Planners
    • Seniors, Be Mindful of Financial Fraud
    • Why DIY Estate Planning Can Cost You – Part 2
    • Why DIY Estate Planning Can Cost You – Part 1
    • What Does the Court do When I Make an Estate Plan?
    • Portability and Your Estate Plan – 3 Questions
    • Practical Last Will Tip Sheet
    • Wills and Trusts in Florida: A Good Revocable Living Trust Needs a Pour-Over Will
    • National Stories Raise Questions of Death, Brain-Death, and Individual Decisions
    • When You Have a Child After You’ve Made Your Will
    • Avoiding Estate Litigation With 3 Simple Tips
    • Your Estate Planning Lawyer Loves the Job
    • You Should Update Your Living Trust in Florida
    • Estate Planning Steps to Take in an Emergency
    • What is Estate Planning and Why Does it Matter
    • Making an Estate Plan in 2014
    • Choosing the Right Agent for Your Power of Attorney
    • Your Legacy, Your Story
    • 5 Essential Estate Planning Documents Everyone Needs
    • I Can’t Find My Parent’s Will
    • The Estate Plan You Didn’t Know You Had
    • What You Need to Know About Per Stirpes and Per Capita
    • A Divorce Will Complicate Your Estate Planning Efforts
    • Estate Planning Fiduciary Roles Making Tough Choices [Infographic]
    • Giving Your Executor a Head Start
    • Ohio Man’s Struggle Against Eviction Highlights Need for Careful Construction of Your Powers of Attorney
    • Your Family Will Be Glad You Made an Estate Plan
    • New York Estate Example of Escheat Danger
    • Is a Charitable Remainder Trust Right For You? 3 Questions
    • Practical Powers of Attorney: Removing an Agent
    • A Quick List of Executor Duties
    • How Long do Wills Last?
    • Estate Planning Terms: What is a Probate Estate?
    • Creating an Active Gift Plan: 3 Practical Tips
    • Why You Must Write, Not Speak, Your Final Wishes in Florida
    • Inheritance Options When Your Children Are Grown
    • Small Estate Probate in Florida: 3 Commonly Asked Questions
    • Searching for Information About an Estate: 3 Options
    • Using the Intentionally Defective Trust: 3 Facts You Should Know
    • Baby Boomer Health Problems Complicate Retirement and Estate Planning
    • 3 Issues Your DIY Estate Plan May Have Overlooked
    • Estate Plans and General Norman Schwarzkopf
    • Taking Your First Steps Toward Making an Estate Plan
    • Commonly Overlooked Estate Planning Issues
    • Estate Planning Issues in the Wake of the Fiscal Cliff Deal
    • Make Your Own Power of Attorney? Sure, But be Careful
    • Providing for Your Troubled Child in Your Estate Plan
    • Life Insurance: A Tool in Building Your Estate Plan
    • Understanding the Generation-Skipping Transfer Tax
    • Blending Your Spiritual or Religious Values With Your Estate Plan
    • U.S. Census Bureau says Multi-Generational Family Units are Increasing
    • The Effect of Simultaneous Death
    • Inheritance Laws Are Older Than You May Think
    • Paying an Estate’s Debts: Who is Responsible?
    • About Elective Shares
    • Making Your Own Estate Plan May Not Save You as Much as You Think
    • What Happens in Probate?
    • Estate Planning: The Numbers Don’t Lie
    • How to Keep Your Estate from Being Insolvent
    • 3 Will Registry Issues You Need to Know About
    • Your Spouse’s Debts After Death – 2 Issues
    • HIPAA Release FAQ
    • Making Your Voice Heard: Why There is no Room for Silence in Estate Planning
    • Selecting the Right Guardian
    • Married Couples Might Need Two Estate Planning Lawyers
    • Estate Planning Questions No One Likes to Think About
    • A Probate Language Primer
    • You May Not Be Able To Count on That Inheritance
    • Digital Elvis May Appear Near You
    • Estate Planning for the Terminally Ill
    • Consider Your Faith While Making an Estate Plan
    • 3 Possible Problems Caused by Not Having an Estate Plan
    • Extended Families Impacting Estate Planning
    • Gary Coleman’s Estate Embroiled in Probate Fight
    • Jimi Hendrix Estate Opposing Biopic
    • Estate Planning After a Move – 3 Tips
    • Kinkade Estate Facing Legal Fight
    • Estate Planning For Young Parents
    • 3 Practical Questions About Pet Trusts
    • Florida Common-Law Couples And Estate Planning
    • Astor Estate Settled In Surrogate’s Court
    • How To Ensure You Don’t Disinherit By Mistake: 3 Tips
    • Keeping Your Estate Plan Healthy: 3 Key Tune-Up Moments
    • Like Most Americans, Amy Winehouse Didn’t Have a Will
    • Estate Planning For Your Art Collection – 2 Useful Tips
    • Creating An Estate Plan That Avoids Probate – 3 Reasons Why It’s a Good Idea
    • Copper Mining Heiress’s Estate Selling Real Estate And Jewelry
    • 2 Practical Will Tips We Can Learn From Whitney Houston’s Will
    • 2 Estate Planning Lessons From The Descendants
    • The Gun Collector’s Estate Plan – 3 Questions About Gun Trusts
    • Choosing a Charity For Your Estate Plan – 3 Tips
    • Sudden Wealth and Estate Planning – Dealing With the Pressure of Inheritances
    • Florida Intestacy – 2 Scenarios
    • An Online Life, A Digital Estate Plan
    • Nebraska Becomes First State To Consider Facebook Law
    • Fraud Alleged in the Huguette Clark Estate Case
    • Two Common Estate Planning Myths
    • What Happens When Your Estate Discovers New Assets?
    • Are Codicils Good Tools to Use When Amending Your Will?
    • Probating Your Will Before You Die
    • Where Should I Keep My Power of Attorney?
    • Estate Planning Terms: Conservatorship
    • Making Advance Medical Treatment Plans: Part 3 of 3
    • Making Advance Medical Treatment Plans: Part 2 of 3
    • Making Advance Medical Treatment Plans: Part 1 of 3
    • What Happens if You Die Without a Will in Florida? Part 3 of 3
    • What Happens if You Die Without a Will in Florida? Part 2 of 3
    • What Happens if You Die Without a Will in Florida? Part 1 of 3
    • Execution of Wills in Florida
    • No Need to Authenticate a Self-Proving Will
    • No Reciprocity for Holographic and Nuncupative Wills in Florida
    • Your Out-of-State Will May be Invalid in Florida
    • How do Florida Courts Treat Wills Created in Other States?
    • An Overview of Florida’s Probate Procedures: Part 3 of 3
    • An Overview of Florida’s Probate Procedures: Part 2 of 3
    • An Overview of Florida’s Probate Procedures: Part 1 of 3
    • Estate Planning and Baby Boomers
    • 6 Reasons Most People Need an Estate Plan (Part 2 of 2)
    • 6 Reasons Most People Need an Estate Plan (part 1 of 2)
    • How Can an Estate Planning Attorney Help Me?
    • 26 Common Estate Planning Goals
    • 9 Tips for Choosing a Trustee
    • Estate Planning and Divorce
    • What if my spouse and I die together?
    • Don’t Let the State Distribute Your Assets
    • How the “Funeral Rule” Protects You
    • Reducing the Risk of Estate Litigation
    • What You Should Know About Wills, Trusts and Probate
    • The Living Will as Compared to a Living Trust
    • IRAs and Beneficiaries – an Important Checkup
    • Re-Visit Your IRA Beneficiary Designations From Time to Time
    • How to Avoid Probate And Optimize the Value of Your Estate
    • No Will? You’re Not Alone. But Not Having One Can Lead to a Lot of Problems
    • Estate Planning is Mainly for the Wealthy, Right?
    • Lessening the Burden on Your Family After You Die
    • Do You Really Need a Living Trust?
    • What is a Custodian Account and Do You Need One?
    • How Pay on Death Accounts Can Help You Avoid Probate
    • The Man Who Lied to His Estate Planning Attorney
    • Don’t Keep Your Estate Planning Documents in Your Safe Deposit Box
    • What You Need to Know About Retirement Account Beneficiaries
    • How Do You Choose the Best Guardian for your Children?
    • Preparing for Nursing Home Expenses
    • Updated Your Choice of Guardian Lately?
    • The Added Touch That Can Make All the Difference
    • Prenuptial Agreements as an Estate Planning Tool
    • Should You Leave Your Children an Inheritance?
    • Probate Bonds: The Pro’s and Con’s
    • AARP Adds LGBTQ Microsite
    • Parents: Make an Estate Plan and Enjoy the Same Flight
    • What is a Mandatory Arbitration Clause?
    • Estate Planning for Parents of Autistic Children
    • Why a Special Needs Trust?
    • Leaving a Legacy With an Ethical Will
    • Definition: Annual Exclusion Gift
    • Can I Disinherit My Spouse From My 401(k)?
    • Autobiography as Legacy
    • Are You Missing These Asset Protection Opportunities?
    • Another Reason For a Carefully Planned Estate
    • The Lists You Need to Make
    • Still Getting Junk Mail for a Deceased Spouse? Here’s What to Do
    • Three Things Your Pet Caregiver Needs to Know
    • Does the Person I Name as My Children’s Guardian Also Have to Control Their Inheritances?
    • Does Moving Mean You Need a New Will?
    • The Funeral Rule: What is It?
    • Where Will You Be Buried?
    • Are Withdrawals From an Inherited 401(k)Taxable?
    • Death and Credit Card Debt
    • The Pros and Cons of Joint Tenancy
    • Do You Need Life Insurance If You’re Retired?
    • Three Mistakes to Avoid After the Death of a Spouse
    • Building Flexibility Into Your Child’s Trust
    • When is a Life Insurance Policy Payable to a Beneficiary?
    • How Much Money Should You Set Aside for Your Pet Trust?
    • Florida Medicaid Recovery
    • Estate Planning Term: Fiduciary
    • When Does a Power of Attorney Terminate?
    • Does Florida Law Require That a Will be Notarized?
    • Leaving Your Estate to Charity? Get Some Advice First
    • What Happens When Spouses Pass Away at the Same Time?
    • Prenups: Avoiding Common Pitfalls
    • Three Ways to Create a Lasting Legacy
    • Same-Sex Couples and Funeral Planning
    • How Joint Accounts Avoid Probate
    • The Pros and Cons of the Video Will
    • Should POD Accounts be Part of Your Estate Plan?
    • Should Your Estate Plan Go Beyond the Basics?
    • Planning For Your Children With a Family Pot Trust
    • Estate Planning Term: Intestacy
    • Three Tips For Reducing After-Death Legal Fees
    • Can You Cut Your Spouse Out of Your Will?
    • Does a Trust Need to Be Filed in Court?
    • Own a Small Business? Don’t Forget Life Insurance
    • How Does a Roth IRA Avoid Probate?
    • How to Leave an Inheritance to a Child
    • Getting Ready to Make a Living Trust
    • Could Talking About Your Estate Plan Reduce Conflict?
    • Would Your Estate Planning Documents Survive a Disaster?
    • Is it Possible to Inherit Your Loved One’s Debts?
    • A Warning About Joint Property
    • Power of Attorney and 401(k)? Make Sure They Work Together
    • Are There Restrictions on Who Can Serve as Personal Representative in Florida?
    • Is It Time To Update Your Estate Plan?
    • How Does an IRA Trust Work?
    • Own a Small Business? You Need a Succession Plan
    • Do You Need an Asset Protection Plan?
    • Naming a Guardian for Your Children
    • Estate Planning Glossary
    • What is Joint Ownership?
    • What is the Estate Tax?
    • What is Ancillary Probate?
    • Welcome to the Blog of Kulas & Crawford
  • Category: Estate Planning
    • Tax Planning for 2023
    • Discharge of Indebtedness Income and Student Loan Forgiveness
    • Estate Planning 101
    • 5 Common Estate Planning Myths Debunked
    • A Checklist for Handling a Terminal Diagnosis
    • Where Should I Keep My Estate Planning Documents?
    • Top 5 Estate Planning Goals
    • Celebrity Estate Planning Mistakes
    • Learning and Camaraderie at the Academy Summit
    • Estate Planning 101
    • Shrunken Asset Values Open Estate Planning Opportunities
    • How Will You Obtain the Care You Need?
    • Use Trust Protectors for Added Protection and Flexibility
    • The Little Things May be the Most Important
    • Domestic Asset Protection Trusts
  • Category: Estate Taxes
    • Estate Planning Attorneys Explain Gift and Estate Taxes
    • Federal Gift and Estate Tax Basics
    • Estate Planning Peace of Mind: Making Sense of the Federal Estate Tax
    • How Can Estate Taxes Derail Your Estate Plan?
    • Is There a Florida Inheritance Tax?
    • Inheritance and Estate Taxes in Florida: Definitions, Differences and Considerations
  • Category: Financial Planning
    • What You Shouldn’t do if You Want a Good Credit Score
    • Protecting Your Credit Score
    • Improving Your Credit Score: 4 Practical Credit Scoring Tips
    • Basic Questions About Credit Scores
    • Credit Scores, Financial Planning, and Rebuilding Credit
    • Estate Planning, Credit, and Credit Scores. What’s the Connection?
    • Basic Questions About Estate Planning – Will my Family Have to Pay my Debt?
    • Financial Tips When You Are Pregnant
    • Basic Questions About Estate Planning – What is Family Wealth Planning?
    • Critical Care Insurance and Your Estate Plan
    • “Life Settlement” Laws Might Change Medicaid Budgets
    • Veterans Job Assistance Program Changes Announced
    • Using Veteran’s Aid and Attendance – 2 Questions
    • Physicians Bracing For Medicaid Coverage Expansion
    • Another Use for a Roth IRA
    • What is a 529 Plan?
    • Asset Allocation Basics
    • How Does a Reverse Mortgage Work?
    • The True Value of a Parent
    • Annuities 101
  • Category: Funeral Planning
    • Basic Questions About Estate Planning – Legally Speaking, What Happens After You Die?
    • Who Pays For My Funeral?
    • How Do I Plan My Funeral Arrangements?
    • Buy Your Casket at…Costco?
    • Why Prepaid Funerals May Be A Bad Idea
  • Category: General
    • Can I Qualify for Veteran’s Benefits and Medicare?
    • Are You Entitled to Veterans Aid and Attendance Benefits?
    • What Legal Steps Must Be Taken after a Loved One Dies?
    • Retiring Vets – Are You Suffering from PTSD?
    • Basic Questions About Estate Planning – What is a Self-Proving Affidavit?
    • Basic Questions About Estate Planning – Do I Have to Register my Estate Plan?
    • Don’t Fall For These Power of Attorney Myths
    • Four Estate Planning Tools All Young Adults Should Consider
    • Showing Your Support to Hurricane Sandy Victims
    • Report: Medicaid Fraud Settlements Makes Billions for Governments
    • Celebrating the Generations with Grandparents Day
    • 2 Health Scares That Aren’t
    • The Strange Language of Wills – Ademption
    • Man Embarks on Cross-Country Walk for Veterans
    • Personal Property Letters: 3 Common Questions
    • Some Big Differences between SSDI and SSI
    • What is Hospice?
    • Planning Ahead for your Final Arrangements
  • Category: GPOA
  • Category: Guardians
    • Is It Time to Consider Guardianship?
    • Pilot Program in Florida Targets Guardianship Fraud
    • Free Report: Guardians in Florida – Part1
  • Category: Guardians in Florida
    • Conservatorship vs. Guardianship
    • What Is a Conservatorship in the State of Florida?
    • Free Report: Florida Guardians – Part2
    • Florida Guardians: Common Questions and Answers
  • Category: Incapacity Planning
    • Vero Beach Estate Planning Attorneys Explain Advanced Directives
    • Vero Beach Living Trust Lawyers — How a Living Trust Can Help with Incapacity Planning
    • Essential Steps You Need to Take for Effective Incapacity Planning
    • Durable Power of Attorney: Prepare for the Unexpected
    • Creating Your 2016 Florida Estate Plan: Medical Directives
    • Durable Power of Attorney, Your Health, and Your Estate Plan
    • Texas Man’s Fight Highlights Advance Directive Issues
    • Florida Standby Guardians – 3 Questions
    • What if I Don’t Have an Advance Directive?
    • Basic Questions About Estate Planning – What are Medical Directives?
    • Lamar Odom and Incapacity Planning
    • Incapacity Planning Medical Terms in Florida – Part 2
    • Incapacity Planning Medical Terms in Florida – Part 1
    • Questions About DNR Tattoos in Florida
    • Incapacity Planning in Florida: Issues and Options
    • Making a Revocable Living Trust a Part of Your Incapacity Plan
    • Incapacity Planning in Florida: Essential Concepts And Issues
    • Basic Questions About Estate Planning 3 – Incapacity Planning
    • Incapacity Planning in Florida Tip Sheet
    • Incapacity Planning Will Benefit Your Family
    • Changing Advance Directives in Florida
    • Why Understanding the Brain, and Brain Death, is Important in Estate Planning
    • Power of Attorney in Florida: No, You Don’t Lose Your Rights
    • Creating a Strong Power of Attorney in Florida Takes Careful Consideration
    • What Does it Mean to be Incapacitated in Florida?
    • 3 Questions About Last Will Registries in Florida
    • Think Carefully When Choosing a Healthcare Representative
    • Gay Couple in Texas Forced Apart by Guardianship Order
    • Why Doctors Die Differently
    • Tattoos and DNRs: Probably Not the Best Choice
    • Have You Protected Your Kids by Naming a Legal Guardian?
    • Practical Tips for Creating, and Using, a Financial Power of Attorney
    • Learning From Mike Wallace – Journalist and Dementia Sufferer
    • What is a Guardian ad Litem?
    • Should I Tell People My Healthcare Wishes in My Will?
    • Your Power of Attorney and Your Trust: How Do They Interact?
    • Is Your Incapacity Plan Medicaid-Ready?
    • More Than One Attorney-in-Fact? Probably Not a Great Idea
    • Why Your 18-Year-Old Needs to Meet With an Estate Planning Attorney
    • What’s the Purpose of a Florida Living Will?
    • Must a Power of Attorney be Registered or Recorded?
    • Three Estate Planning Concerns for Same Sex Couples
    • Choosing an Attorney-In-Fact
    • Is Your Advance Medical Directive Up To Date?
    • Essential Documents for a Trust-Based Estate
    • Guardian vs. Conservator: What’s the Difference?
    • Choosing a Healthcare Agent
    • What is Living Probate?
  • Category: income taxation
  • Category: Inheritance and Estate Taxes
    • How Long Will My Beneficiaries Have to Wait for Their Inheritance?
    • Free Report: Inheritance and Estate Taxes in Florida (Part 2)
    • Basic Questions About Estate Planning – How do I Distribute Inheritances Fairly?
    • Inheritance and Estate Taxes in Florida: Specific Strategies, Individualized Plans
  • Category: inheritance planning
    • Protecting the Inheritance You Pass Down
    • 5 Common Myths About Inheritance Planning
    • When Should You Start Your Inheritance Planning?
    • Florida Inheritance Planning Made Simple
    • What You Need to Know About Before Contesting a Will in Florida
    • Common Questions About Refusing Inheritances
    • Choosing How to Transfer The Family Home – 3 Main Options
    • Survey: Millionaires to Leave Children, not Charities, Their Fortunes
    • Transferring Inheritance Rights in Florida
    • Florida Inheritance Planning: Additional Questions and Specific Actions
    • Slayers Don’t Inherit – The Florida Slayer Rule
    • Florida Inheritance Planning: Important Issues, Basic Questions
    • Basic Questions About Estate Planning – What is Gift Planning
    • Free Report: Estate Planning for Florida Seniors: Part2
    • Payable on Death Accounts Require Care
    • Free Report: Florida Inheritance Planning: Part2
    • Free Report: Florida Inheritance Planning: Part1
    • Why Considering Affluenza Can be a Good Thing For Your Estate Plan
    • Basic Questions About Estate Planning – What Does it Mean for a Gift to Lapse?
    • What to do About All that Personal Property
  • Category: Legal Education
  • Category: LGBTQ
    • Estate Planning for LGBTQ Couples
    • New Program Launched for LGBTQ Seniors in Miami-Dade
    • Basic Questions About Estate Planning – What About LGBTQ Estate Planning?
    • Same-Sex Marriage and Florida Estate Planning
    • Basic Questions About Estate Planning – What if I’m Living With Someone but not Married?
  • Category: Life Insurance
    • Does Your Family Have Enough Life Insurance?
    • Life Insurance and Estate Planning
  • Category: living trusts
    • How Do I Modify My Living Trust?
    • How Do I Modify a Revocable Living Trust?
    • Vero Beach Estate Planning Attorneys Explain How a Trust Works
    • How a Living Trust Benefits People Just Like You
    • 3 Common Uses for a Living Trust
    • Four Questions Regarding the Revocable Living Trust
    • Your Living Trust and Your Trustee: What You Need to Consider
    • Protecting Florida Inheritances With a Revocable Living Trust
    • Why You Shouldn’t Worry About Living Trusts
    • How Using a Living Trust Protects You During Disability
    • Myths About Living Trusts
    • Common Questions About the Property in RLTs
    • Know Why Revocable Living Trusts Aren’t Perfect
    • Common Misperceptions About Living Trusts
    • Getting The Most Out of Your Living Trust
    • Do You Need a Will, A Living Trust, Neither, or Both?
    • Creating the Living Trust is Only the First Step
  • Category: Long Term Care
    • How to Purchase Long-Term Care Insurance
    • Long-Term Care Planning Month Should Prompt You to Start Planning
    • Nursing Home Abuse and Neglect: Commonly Asked Questions
    • Long Term Care and Nursing Home Law
    • What is the Cost of Florida Long-Term Care?
    • Does Medicare Pay Nursing Home Expenses?
    • Can You Qualify for Both Medicaid and Medicare?
    • Choosing a Long-Term Care Facility for a Loved One With Alzheimer’s
    • Caring for Mom and Dad? 5 Tips for Relieving the Stress
    • Things You May Not Know About Medicaid
    • Long Term Care Insurance: The Basics
  • Category: LPOA
  • Category: Medicaid
    • What Are the Medicaid Eligibility Requirements for Seniors in Florida?
    • What Is the Medicaid Look-Back Rule?
    • What You Don’t Know About Medicaid Could Hurt You
    • Medicaid vs. Medicare — What You Need to Know
    • What Is Considered a Countable Asset for Medicaid in Florida?
    • What Happens to My Spouse If I Need to Qualify for Medicaid?
    • Medicaid Lawyers Explain Eligibility for Seniors
    • Port St. Lucie Medicaid Planning — Top 5 Medicaid Myths
    • Five Vital Facts About Eligibility Requirements for Medicaid in 2017
    • Medicaid Law versus Medicaid Myth
    • With Obamacare Changes Looming, FL Legislators Revisit CorcoranCare
    • How Will Florida’s Surprise $75 Million Medicaid Bill Affect You?
    • The Cost of Medicaid: What it Means for You
    • Can You Meet the Eligibility Requirements for Medicaid?
    • No Time to Plan: When Emergency Medicaid Strategies Could Be Your Last Hope
    • Port St. Lucie Medicaid Planning — Top 5 Medicaid Myths
    • New Calls for Florida Lawmakers to Reconsider Opposition to Medicaid Expansion
    • Expedited Medicaid Enrollment for Children a Benefit of New Lawsuit Agreement
    • 5 Commonly Asked Questions About Medicaid in Florida
    • Free Report: Florida Medicaid Planning (Part 2)
    • Basic Questions About Estate Planning – What is Medicaid Planning?
    • GAO: Medicaid Provides Comparable Coverage to Private Insurance
    • Debunking Some Common Medicaid Misperceptions
    • States May Limit Medicaid Expansion After Supreme Court’s Decision
    • Increased Medicaid Costs Lingering Effect of Recession
    • South Carolina Medicaid Security Breach Impacts Thousands
    • Rise in Obesity Levels Causing Medicaid Spending Increase
    • Florida’s Medicaid System Is Failing Children
    • Utah Medicaid Hack Reveals Security Problems
    • Supreme Court’s Decision May Go Beyond Medicaid
    • Qualifying for Medicaid – Options for Eligibility You May Not Know About
  • Category: Medicaid Planning
    • Is My Spouse Financially Protected If I Need to Qualify for Medicaid?
    • Can I Still Benefit from Medicaid Planning If I Need Medicaid Now?
    • Last-Minute Medicaid Planning Options
    • Are You Prepared to Pay for Nursing Home Care?
    • Will Medicaid Pay a Family Member to Care for Me in Florida?
    • Medicaid Planning Requires Understanding How Medicaid Recovery Works
    • Vero Beach Medicaid Attorneys Explain the Spend Down Rules
    • Why Is Vero Beach Medicaid Planning Important?
    • Vero Beach Medicaid Attorneys Explain the Need to Plan Ahead
    • Vero Beach Medicaid Planning Tips
    • The Quest for Medicaid Benefits: Planning for Eligibility
    • Elder Law and Florida Medicaid Eligibility: What About Your Home?
    • Applying for Medicaid as a Senior
    • How Medicaid Planning Can Save Your Estate
    • Medicaid Planning in Florida: Planning Issues, Planning Tools
    • Free Report: Florida Medicaid Planning – Part1
    • Medicaid Planning in Florida: Commonly Asked Questions
  • Category: Parents w/ Young Children
    • Summer Vacation, Child Care, and Powers of Attorney
  • Category: Pay on Death
    • What Happens to Payable on Death Accounts Following Someone’s Passing?
    • How to Set up Pay on Death Accounts
  • Category: Pet Plans
    • Basic Questions About Estate Planning – What is Pet Planning?
    • Free Report: Florida Pet Plans – Part2
    • Free Report: Florida Pets Planning: Part1 of 2
    • Florida Pet Plans: Essential Questions Fundamental Concepts
  • Category: pet trusts
    • Planning for Fido in Your Estate Plan
    • Florida Pet Plans: Additional Questions and Practical Steps
    • Ten Steps to Choosing the Perfect Caregiver For Your Pet Trust [Infographics]
    • Pet Planning and Pet Insurance Plan in Florida: Common Questions
  • Category: powers of appointment
  • Category: Powers of Attorney
    • Protect Yourself with a Durable Power of Attorney in Florida
    • Understanding the Power in Power of Attorney
    • Can a Third Party Refuse to Honor a Power of Attorney?
    • Financial Cons and Power of Attorney
    • Attorney-in-Fact in Port St Lucie Florida: Common Questions
    • 3 Groups of People Who Need a Florida Power of Attorney
    • “How Can I be a Power of Attorney if I’m Not a Lawyer?”
    • Springing or Non-Springing POA
    • Free Report: Florida Power of Attorney Questions Part 1
    • Basic Questions About Estate Planning: What are Attorneys-in-Fact?
    • Basic Questions About Estate Planning – How Does a Power of Attorney Work?
    • Powers of Attorney, Wills, And How They Work Together
    • The Durable Power of Attorney in Your Estate Plan
  • Category: Probate
    • Do All Estates Have to Go through Probate?
    • Port St. Lucie Probate Attorneys Offer Tips for Probate Avoidance
    • Vero Beach Probate Attorneys — Top 5 Probate Mistakes
    • Vero Beach Estate Planning Attorneys Warn Against Using DIY Wills and Trusts
    • Port St. Lucie Probate Attorneys — Common Steps Involved in Probating an Estate
    • Probate Law and Its Impact on Heirs
    • Why You Could Need a Florida Probate Attorney for More than Just a Will
    • The Florida Probate Process: Navigating the Process Maze
    • Navigating the Process: St. Lucie Probate Court Essentials
    • Understanding Why the Florida Probate Court Process is Needed
    • Probate Administration Made Easy with a Port St. Lucie Probate Attorney
    • Florida Probate Law: What You Need to Know
    • Can a Probate Attorney Help Me If I Am the Executor of an Estate?
    • Avoiding Probate Requires Careful Planning
    • Your Will After Your Move
    • Basic Questions About Estate Planning: Should you Serve as Executor?
    • Payable-on-Death Account FAQ
    • Think Twice When Choosing an Estate Sale Company
    • Dispute Over Personal Property in Williams Estate
    • Basic Questions About Estate Planning – What is Ancillary Probate?
    • Basic Questions About Estate Planning – What are Non-Probate assets?
    • Free Report: Florida Probate
    • More Florida Probate Terms
    • Florida Probate Terms
    • Florida Probate: More Questions And Options
    • Florida Probate: More Questions and Options
    • Florida Probate: Frequently Asked Questions
    • Basic Questions About Estate Planning – What are Executors?
    • 3 Questions About Living Probate
    • Basic Questions About Estate Planning – What is Probate in Florida?
    • Do I Have to Worry About Living Probate Too?
    • 4 Commonly Believed Probate Myths
    • Who Gets Paid? Commonly Asked Questions About Florida Estate Debts and Probate
    • Probate Rules Stop Jacksonville Widow From Accessing Deceased Husband’s Account
    • Executors Should be Aware of Possible Estate Identity Theft
    • 3 Tips on Creating a Self-Proving Affidavit
    • The Probate Process: What is an Estate Inventory?
    • What is “Anti-Lapse” and Why is it Important?
    • Preparing to Make a Will – 3 Key Steps
    • Safety Deposit Boxes and Your Estate
    • 3 Questions About Probate and the Type of Property it Covers
    • Joint Ownership Not Always Ideal for Probate Avoidance
    • How Living Trusts Save Money, Time, and Protect your Privacy
    • Getting The Most Out Of Your Letter of Instruction
    • How To Care For Your Executor – 2 Helpful Tips
    • 3 Practical Tips to Help Executors
    • Joe Paterno’s Will Sealed by Probate Judge
    • Artist’s Girlfriend Battling Wife Over His Estate
    • New Lawsuit Claims Judge and Lawyers Looted Parks Estate
    • Parks Estate Battle Drawing To a Close
    • Duties of Custodians Who Locate Wills
    • What Is a Personal Representative?
    • Ways to Avoid Probate Nightmares Part 2
    • Ways to Avoid Probate Nightmares Part 1
    • Does your Form of Property Ownership Avoid Probate?
    • Top Reasons For Avoiding Probate
    • Does A Will Help You Avoid Probate?
    • What Are the Duties of a Probate Judge?
    • What are the Qualities of a Good Executor?
  • Category: Probate Process in Florida
    • Port St. Lucie Probate Attorneys Explain Intestate Succession
    • The Florida Probate Process
  • Category: Retirement Planning
    • What Happens to Your Retirement Account When You Die?
    • Most Common 401(k) Questions and Answers
    • If You’re Wealthy, Your Retirement May Not Come at All
    • Retirement Planning Tips Part 2
    • Retirement Planning Tips Part 1
    • Four Things to Consider in Retirement Planning
    • Do Your Retirement and Estate Plans Address These Four Risks?
    • What Will Your Retirement Look Like?
    • Have an IRA? Consider a Charitable Rollover
    • Retirement Planning: Beyond the Numbers
    • Retirement Plans: Separating Fact From Fiction
    • Does it Make Sense to Pay Off Your Mortgage Before You Retire?
    • Is Your IRA Underfunded? There’s Still Time
    • COLA: What is it?
    • The Roth 401(K)
    • Is there a Required Minimum Distribution for a Roth IRA?
    • 5 Tips for a Healthy Retirement
    • How Much Does an Early Distribution Really Cost?
    • IRA Basics
    • 5 Tips For a Fulfilling Retirement
    • What’s the Difference Between a Normal Distribution and A Required Minimum Distribution?
    • How to Start Your Own Retirement Business
  • Category: Small Business Planning
    • The Importance of Succession Planning in a Family Business
    • Small Business Planning – Seeking Assistance
    • The Limited Liability Company
    • Does Your Business Have a Buy-Sell Agreement?
  • Category: Special Needs Planning
    • How to Use a Memorandum of Intent with Your Special Needs Trust
    • Tips for the Parents of a Child with Special Needs
    • Florida Special Needs Evacuation Registry Could Save a Life
    • Florida Special Needs Shelter Beds in Short Supply: What You Need to Know
    • Why You Should Consider a Special Needs Trust for Your Disabled Loved One
    • What Is a Special Needs Trust?
    • The Difference Between a Guardian and a Guardian ad Litem
    • Basic Questions About Estate Planning – What is Special Needs Planning?
    • Avoiding Special Needs Planning Mistakes
    • Support Autism by Educating Yourself About it
    • Special Needs Planning: 3 Common Questions
    • What Does a Special Needs Trustee Do?
  • Category: Taxes
    • What Taxes do I Have to Pay if I receive an Inheritance in Florida?
    • A Few More Estate Tax Planning Tips
    • A Pair of Basic Estate Tax Planning Tips
    • Basic Questions About Estate Planning – Do I Have to Pay Taxes on my Inheritance?
    • Gandolfini Estate to Take a Large Hit on Estate Taxes
    • Did You Know? Not All Gifts to a Spouse are Tax-Free
    • Use Your Phone to Track Your Tax Refund
    • Don’t Fall for IRS Scams
    • Avoid These Common Tax Return Errors
    • Death Tax, Estate Tax, and Inheritance Tax: Aren’t They All The Same?
    • What’s the Status of the Estate Tax?
  • Category: Trust
    • Common Trusts Explained
  • Category: Trust Administration
    • The Importance of Naming a Successor Trustee
    • Common Trust Administration Mistakes
    • How and When Does a Living Trust Terminate?
    • Do I Need an Attorney to Help Me Administer a Trust?
    • What Can a Beneficiary Do If the Trustee Isn’t Abiding by the Trust Terms?
    • Questions to Ask When Choosing a Trustee
    • Vero Beach Trust Administration Lawyer Explains How to Remove a Trustee
    • Trustee’s Guide to Trust Administration
    • Wills vs. Trusts — How Do I Know Which Is Right For My Estate Plan?
    • Trust Administration: What is it Really?
    • What Revocable Trusts Can, and Cannot, Do For Your Estate Plan
    • Three Questions About the Irrevocable Living Trust
    • Basic Questions About Estate Planning – How do I choose a Trustee?
    • How to Fund a Trust: 3 Methods
    • Basic Questions About Estate Planning – What is a Trustee?
    • Revocable Living Trust Tips
    • Living Trust in Florida: Simple Errors You Want to Avoid
    • Do I Really Need a Trust in Florida?
    • Managing a Trust With a Schedule of Assets in Florida
    • Some Common Questions About GRATs
    • If You Made Your Own Trust You Need to Talk to a Lawyer
    • Considerations in Choosing a Trustee
    • A Few Basic Questions About Trusts
    • What to do When You Want to Change The Terms of Your Testamentary Trust
    • Using an Intentionally Defective Trust to Avoid Common Estate Planning Problems
    • FAQ About Living Trust Administration
    • What are the Differences between a Revocable and an Irrevocable Living Trust
    • Your Estate and Your Charitable Trust
    • Amending a Living Trust – 3 Questions
    • 3 Questions about Florida Pet Trusts
    • How To Use a Testamentary Trust
    • Decanting Trusts, Not Wines
    • What are a Successor Trustee’s Duties?
  • Category: Trust Establishment Process in Florida
    • What Is a Revocable Living Trust?
    • Vero Beach Living Trust Lawyers: Using a Trust to Keep Assets in the Family
    • Vero Beach Estate Planning Lawyers Explain Trust Basics
  • Category: Uncategorized
    • Veterans Benefits Attorneys Explain Veteran’s Aid & Attendance
    • When Should You Start Your Inheritance Planning?
    • Aging Parents and Guardians in Florida – Commonly Asked Questions
    • Why You and Your Partner Need to Discuss Estate Planning This Year
    • Estate Planning in 2016: Starting on the Right Foot
  • Category: Wills and Trusts
    • Is a Grantor Retained Income Trust Right for You?
    • How to Maintain Control Over Trust Assets
    • What Should I Do If I Receive a Crummey Notice?
    • Is a Deathbed Will Valid in Florida?
    • What Is a Family Wealth Trust?
    • Vero Beach Living Trust Attorneys Steer Clear of Probate
    • Trust Lawyers Explain Why a Trust May Be Better Than a Will
    • Trust Attorneys Talk about How a Trust Might Fit into Your Estate Plan
    • Port St. Lucie Estate Planning Attorneys Explain the Importance of Choosing the Right Executor
    • Florida Governor Vetoed Electronic Will Legislation
    • Seven Steps to Trust Administration
    • Could an Irrevocable Trust Solve Your Estate Planning Problems?
    • Can Florida Trust Law Help Enhance Your Estate Plan?
    • Why the Asset Protection Trust Should Be Part of Your Estate Planning Strategy
    • Serving as the Executor of a Will: Get the Facts About Your Duties
    • Planning a Will: Avoiding Confusion and Conflict with an Estate Plan
    • Wills vs Trusts: Which Option is Right for You?
    • What Is a Pour Over Will?
    • When Should I Use an Irrevocable Living Trust?
    • How Wills and Trusts Work Together
    • Why, and How, Wills and Trusts Work so Well Together
    • Get Started on Estate Planning in Florida by Making a Will
    • DIY Will Problematic for Woman’s Estate
    • Basic Questions About Estate Planning – Do I Need a Will and a Living Will?
    • Basic Questions About Estate Planning – How do I go About Challenging a Will?
    • Basic Questions About Estate Planning – Should I Make a Pour-Over Will?
    • Basic Questions About Estate Planning – What is a QTIP Trust?
    • Why You Might Not Need a Revocable Living Trust
    • How to Fund a Trust – 4 More Methods
    • Wills From Walmart?
    • Basic Questions About Estate Planning – What is a Trust Fund?
    • More About Florida Will Contests
    • Basic Questions About Estate Planning – Why Are There So Many Trusts?
    • Basic Questions About Estate Planning – How Does a Reading of the Will Work
    • Updating Your Will After You Get Married, Have Children, or Get Divorced
    • Basic Questions About Estate Planning – Do I Need a Video Will?
    • Transferring Management Duties With Your Florida Living Trust
    • Basic Questions About Estate Planning – What is a Trust?
    • Basic Questions About Estate Planning – What is a Revocable Living Trust in Florida?
    • The Four Types of Will Gifts
    • Challenging a Will in Florida
    • Changing Your Mind About Your Will: Will Revival Questions
    • You Can’t Rely on a Digital Will in Florida
    • FL 3 Ways to Revoke a Florida Will
    • Five Must-Have Will Clauses
    • Joe Paterno’s Will Released
    • 3 Common Beliefs About Wills That Are (Nearly) Completely Baseless
    • Your Children and Your Will
    • How to Choose Trustee: 4 Tips
    • When should I change my Will?
    • Is Your Living Trust Complete?
    • Will Transferring Your Home to Your Living Trust Cause Mortgage Hassles?
    • Serving as Trustee and Beneficiary? A Word of Advice
    • Charitable Trusts: An Overview
    • Do You Know What You Don’t Know?
    • Options for Funding Your Pet Trust
    • What Exactly Is a Will?
    • Making a New Will? Destroy the Old One
    • Which Wins Out: Your Deed or Your Will?
    • Do You Need a Pour Over Will?
    • How To Choose a Successor Trustee
    • Are Do-It-Yourself Wills Really That Bad?
    • What is Revocable Living Trust?
    • How do I Change My Revocable Living Trust?
    • What’s the Difference Between a Testamentary Trust and a Living Trust?
    • The Basics of a Trust

Seminars

  • Port St. Lucie – Wills And Living Trusts Workshop
  • Vero Beach – Wills And Living Trusts Workshop
  • Port St. Lucie - Wills and Living Trusts Workshop
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  • Wills and Living Trusts Online Workshop
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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.

~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.
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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

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