by Allen L. Poucher, Jr | Nov 1, 2022 | Blog
Do you have a loved one who was recently diagnosed with Alzheimer’s disease? We know that this is a challenging time both for your loved one and you. Do you know exactly what Alzheimer’s is and what it may mean for your loved one? Alzheimer’s disease is a type of dementia that can cause problems with memory, thinking, cognition, and behavior. Symptoms usually, but not always, develop slowly and worsen over time. The end-stages of the disease...
by Allen L. Poucher, Jr | Oct 11, 2022 | Blog
Are you a Florida senior currently on Medicare? Did you know that Medicare’s Annual Open Enrollment Period begins on October 15th? Remember, every year Medicare health and drug plans make changes. These changes range from out of pocket costs and network coverage to providers and pharmacies within their networks, so there is much for a Florida senior to review. It is wise for all Florida seniors to revisit their health plans at least annually...
by Allen L. Poucher, Jr | Oct 4, 2022 | Blog
Do you and your spouse have a Florida estate plan? Over the past year, we have shared key articles with you on the types of trust planning you can complete to ensure your goals for yourself, your family, and your legacy are reached. One of the articles that many of our couples contemplating Florida estate planning want to read focuses on the Spousal Lifetime Access Trust. Commonly referred to as a “SLAT” this is an estate planning tool you...
by Allen L. Poucher, Jr | Sep 20, 2022 | Blog
Has your spouse or loved one recently passed away? We know this has been and continues to be a traumatic time. The emotional toll it is taking on you is undoubtedly tremendous. Are you having trouble moving ahead and taking any estate planning steps because of sadness, confusion and a loss of purpose? We want you to know our thoughts are with you and we can help. Did your spouse or loved one pass away with an estate plan? Did you know that one...
by Allen L. Poucher, Jr | Aug 23, 2022 | Blog
In thinking about your estate plan, what is one of the key components you should consider? Be aware, your estate includes your wealth, like your home, bank accounts and investments, your health and all your plans you have for your legacy. Even if you create the best possible estate plan with your attorney, your plan may fail if you do not have the right fiduciary, who is a key component of your estate, in place. What does a fiduciary do? The...
