Tag Archives: planning

Vero Beach Estate Planning Attorneys Warn Against Using DIY Wills and Trusts


You know how important it is to have an estate plan in place; however, you have yet to find the time and/or money to gets started on your plan. Like many people in the new electronic age, you wonder why you cannot simply solve your problem by using “Do-It-Yourself” documents you found on the internet. [ ] The post Vero Beach Estate Planning Attorneys Warn Against Using DIY Wills and Trusts appeared first on Kulas Law Group.
https://www.kulaslaw.com/vero-beach-estate-planning-attorneys-warn-using-diy-wills-trusts/

Vero Beach Estate Planning Lawyers Explain Trust Basics


Although you will likely use a Last Will and Testament as the foundation of your estate plan, creating a comprehensive estate plan requires the additional of numerous other estate planning strategies and tools. One of the most popular of those is a trust agreement. If you are contemplating the addition of a trust to your [ ] The post Vero Beach Estate Planning Lawyers Explain Trust Basics appeared first on Kulas Law Group.
https://www.kulaslaw.com/vero-beach-estate-planning-lawyers-explain-trust-basics/

Vero Beach Medicaid Planning Tips


At this point in your life you may be fortunate enough to have employer sponsored health insurance coverage for you and your family. As such, you may have never given much thought to qualifying for Medicaid benefits. When you create your comprehensive estate plan, however, you need to do more than just think about qualifying [ ] The post Vero Beach Medicaid Planning Tips appeared first on Kulas Law Group.
https://www.kulaslaw.com/vero-beach-medicaid-planning/

Vero Beach Estate Planning Attorneys Explain How a Trust Works


For most people, a Last Will and Testament serves as their primary estate planning document. While a Will can dispose of your entire estate when you are gone, your estate plan can – and should – accomplish more than just the distribution of your estate assets. To achieve some of your additional estate planning goals [ ] The post Vero Beach Estate Planning Attorneys Explain How a Trust Works appeared first on Kulas Law Group.
https://www.kulaslaw.com/vero-beach-estate-planning-attorneys/

Vero Beach Estate Planning Lawyers Discuss When and Why You Need to Update Your Plan


Despite understanding the importance of estate planning, over half of all Americans do not have an estate plan in place. If you among the minority, and you have created an estate plan, you are a step ahead of the majority. Do not then make the mistake of never revisiting and revising your plan. Not having [ ] The post Vero Beach Estate Planning Lawyers Discuss When and Why You Need to Update Your Plan appeared first on Kulas Law Group.
https://www.kulaslaw.com/vero-beach-estate-planning-lawyers/

5 Common Myths about Inheritance Planning


Although most Americans admit to knowing the importance of inheritance planning, over half do not have a plan in place. I reason for this appears to be that there are a number of myths and misconceptions about inheritance planning. To some extent this is understandable because the average person has little reason to know much [ ] The post 5 Common Myths about Inheritance Planning appeared first on Kulas Law Group.
https://www.kulaslaw.com/inheritance-planning/

Estate Planning Fiduciary Roles [Infographic]


Creating a comprehensive estate plan requires you to make some very tough decisions. Deciding who will receive which asset may take up much of your decision making thought process; however, choosing who to appoint in fiduciary roles should be afforded a significant amount of thought as well. Click here to view a larger image. The post Estate Planning Fiduciary Roles [Infographic] appeared first on Kulas Law Group.
https://www.kulaslaw.com/estate-planning-fiduciary-roles-infographic/