by Allen L. Poucher, Jr | Jul 18, 2024 | Blog, Estate Planning
Estate planning can be a daunting task, but with the right guidance, you can ensure that your affairs are in order and your wishes are honored. Many people find themselves overwhelmed by the complexity and emotional weight of organizing their estate. From determining which documents are essential to deciding what can be discarded, the process requires careful thought and consideration. As life evolves, so do your needs and priorities,...
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 Did you know, however, outdated or incorrect documents can lead to unintended consequences, potentially derailing your carefully laid plans?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 | Jun 5, 2024 | Blog
Were you aware that as Florida elders age, they become increasingly vulnerable to scams? With that said, are you a family caregiver or do you have a member of your family with a caregiver? This question is important because family caregivers play an important role in safeguarding Florida elders from scams. We have 7 strategies for family caregivers to shield aging Florida elders from scams here on our blog that we share with all of our clients,...
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...
