by Allen L. Poucher, Jr | Jul 10, 2024 | Blog, Estate Planning
School is out, summer is in full swing and families are vacationing, participating in activities together and making memories. As parents with a young family this is also an excellent time to think about important financial and legal matters, such as creating a Florida estate plan. It is probably not on the top of your summer to-do list, but it should be near the top. It is important for young families to take the time this summer to plan...
by Allen L. Poucher, Jr | Jun 27, 2024 | Blog
Florida estate planning is a crucial aspect of ensuring your wishes are carried out and your loved ones are taken care of after your passing. Did you know, however, outdated or incorrect documents can lead to unintended consequences, potentially derailing your carefully laid plans? In Florida, where estate planning laws can change frequently, it is especially important to keep your documents up-to-date and error-free. Many people create their...
by Allen L. Poucher, Jr | May 13, 2024 | Blog, Long Term Care
Gifting assets to family and friends is a common practice, especially as individuals plan for the future distribution of their estate. When it comes to eligibility for public benefits like Medicaid, however, frequent gifting can present significant risks and complications. Specifically, we want to share with you how gifts made within the past five years, or sixty months, can impact long-term care planning as well as how working with an elder...
by Allen L. Poucher, Jr | Feb 26, 2024 | Estate Planning
Navigating the evolving legal landscape presents challenges for businesses today, especially with the introduction of new regulations like the Corporate Transparency Act (CTA). This significant legislative change requires certain businesses to report ownership information, with the goal to combat financial crimes. We know you may have questions and our blog post right here delves into the CTA, its objectives, and its potential impact on...
by Allen L. Poucher, Jr | Feb 12, 2024 | Estate Planning
In the spirit of Valentine’s Day, and throughout the year, we often find ourselves reflecting on our love for our family and contemplate the most meaningful ways to articulate our sentiments. Traditionally, this season of love is adorned with bouquets, candy, and heartfelt gifts that aim to capture the essence of our feelings. Yet, while these tokens hold a cherished space within our celebratory traditions, there lies an extraordinary...
