Perhaps the most common mistake in estate planning isn’t apparent by looking at the will or trust document itself. The most common mistake is a failure to coordinate the primary vehicle with the rest of the plan. Read this blog to learn more about this common mistake. The post Basics of Estate Planning: Lack of Coordination appeared first on Kulas Law Group.
Roth and Traditional accounts each have their merits. This blog examines the differences between the two. The post Basics of Estate Planning: Choosing a Roth or Traditional IRA (or 401k) appeared first on Kulas Law Group.
This examines the basics of asset protection. It includes some specific strategies to reduce asset protection risk. The post Basics of Estate Planning: Asset Protection appeared first on Kulas Law Group.
An estate planning attorney assists throughout the client’s life. This blog examines the role of the estate planning attorney at various stages. It also looks at the various documents which the attorney might prepare as they counsel the client. The post Basics of Estate Planning: Estate Planning for Major Life Events appeared first on Kulas Law Group.
Choosing a Trustee or other fiduciary is one of the most important decisions. Here is a list of various fiduciaries and why the selection is so important. The post Basics of Estate Planning: Advising Clients on Selecting Fiduciaries appeared first on Kulas Law Group.
A comprehensive estate plan will include a wide range of inter-related estate planning goals and objectives. Collectively, these goals and objectives will do much more than simply decide how your estate assets are distributed after you are gone. They will also protect those assets and help them grow over the course of your lifetime as [ ] The post Why Is Vero Beach Medicaid Planning Important? appeared first on Kulas Law Group.
When you think about important decisions you will need to make when creating your estate plan, you likely focus on decisions related to the distribution of your estate assets. While there is no doubt that deciding who will receive your assets, and how much each beneficiary will receive are important decisions, there are other equally [ ] The post Vero Beach Estate Planning Lawyers Help You Choose Your Fiduciaries appeared first on Kulas Law Group.