by Allen L. Poucher, Jr | Apr 5, 2022 | Blog
Do you have a grandchild with a disability? Are you planning to leave enough funds for your disabled grandchild so that he or she will be protected during his or her lifetime? Be aware, though, that you could possibly jeopardize his or her continued receipt of important government benefits. Is there anything you can do? Absolutely! By planning with your Florida qualified estate planning attorney, you can create a third party special needs...
by Allen L. Poucher, Jr | Mar 15, 2022 | Blog
Are you considering adding trusts to your estate plan? Are you familiar with what a trust can do for your estate plan, but also what you must do as well? First, a trust is a legal document that identifies the purpose of the trust, the trustee of the trust and his or her powers, the beneficiaries of the trust, and the requirements for distributing the trust assets to the beneficiaries. Secondly, the trustor must fund or place into the trust his...
by Allen L. Poucher, Jr | Mar 1, 2022 | Blog
As a Florida senior adult, enjoying life in the Sunshine State, do you have an estate plan in place? Did you know that research tells us that less than 50% of all Americans have an estate plan or even a will. We want you to know that without an estate plan in place your family may face difficulty after you pass away, including sorting out your assets and any debts you may have. In regard to estate planning, no matter how big or how small,...
by Allen L. Poucher, Jr | Feb 15, 2022 | Blog
Are you trying to find a card or gift for your older adult children for Valentine’s Day? Do you find it harder as the years go by? How do you say “I love you” as your children age? Do they have concerns now or for the future, do any of those concerns include you, as parents? With thoughts of showing our love during the month of February and the entire year, we would like to share a few ways that you can show your love for your family. You can...
by Allen L. Poucher, Jr | Feb 1, 2022 | Blog
Are you familiar with the romance scam called the “lonely heart” scam? This scam occurs when scammers and bad actors attempt to financially exploit vulnerable people. How does this happen? It can happen in many ways, including online, by the scammer earning the trust of the vulnerable person through romantic manipulation and emotional deceit. Sadly, seniors tend to be targets of many kinds of scams, but they are especially vulnerable to the...
by Allen L. Poucher, Jr | Jan 25, 2022 | Blog
Did you know that trusts are one of the estate planning tools created for the management of assets, both during your life and after your death? In fact, there are several types of trusts to use in estate planning. However, in this blog we will divide trusts into a couple of categories to make them easier to understand. In the simplest terms, trusts are either revocable or irrevocable. This means they can either be changed or revoked after they...
