Tag Archives: planning

Basics of Estate Planning: Choosing a Roth or Traditional IRA (or 401k)


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.
https://www.kulaslaw.com/basics-estate-planning-choosing-roth-traditional-ira-401k/

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Basics of Estate Planning: Estate Planning for Major Life Events


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.
https://www.kulaslaw.com/basics-estate-planning-estate-planning-major-life-events/

Basics of Estate Planning: Advising Clients on Selecting Fiduciaries


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.
https://www.kulaslaw.com/basics-estate-planning-advising-clients-selecting-fiduciaries/

Why Is Vero Beach Medicaid Planning Important?


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.
https://www.kulaslaw.com/vero-beach-medicaid-planning-important/

Vero Beach Estate Planning Lawyers Help You Choose Your Fiduciaries


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.
https://www.kulaslaw.com/vero-beach-estate-planning-lawyers-help-choose-fiduciaries/

How Do Estate Planning Lawyers Decide What Components Go Into a Plan?


Estate planning is something that everyone needs to engage in, yet most people know very little about. This goes a long way in explaining why over half of all Americans do not have an estate plan in place despite acknowledging that they are aware of the need to have one.  Although basic estate planning concepts [ ] The post How Do Estate Planning Lawyers Decide What Components Go Into a Plan? appeared first on Kulas Law Group.
https://www.kulaslaw.com/estate-planning-lawyers-decide-components-go-plan/