by Allen L. Poucher, Jr | Jul 19, 2022 | Blog
Have you put off doing any estate planning? Is it because it is not a priority right now? Or is it because your estate is not very big? Did you know that, according to a 2022 wills survey, less than one-third of Americans have an estate plan in place? What is interesting, though, is that almost two-thirds of Americans admit that having an estate plan is important. In addition, according to the survey, the primary reason why people do not have...
by Allen L. Poucher, Jr | Jul 12, 2022 | Blog
Did you know that it is very important for your loved one to create an estate plan now that he or she has been diagnosed with dementia? Meeting now, while your loved one still has capacity for making decisions, is crucial to estate planning. Take a minute to visit our website, this Thursday, to learn more about the importance of estate planning if your loved one has dementia. Do you care for a loved one in your home? Has your loved one just...
by Allen L. Poucher, Jr | Jul 5, 2022 | Blog
Are you a private person? Do you hope to keep your estate private when you pass away? How can you do that? Have you recently created your last will and testament, but unsure whether your estate may still have to be probated? First, having a last will and testament in place is excellent. Unfortunately, the fact that you have a will does not, by itself, allow your estate to avoid probate. Here are three common mistakes that are made when...
by Allen L. Poucher, Jr | Jun 7, 2022 | Blog
Do you, like many Floridians, keep your important paperwork, documents and valuables at your local bank in a safe deposit box? Are you confident that renting a safe deposit box is much safer than keeping everything at home? Have you decided, now that your estate plan is complete, to keep your original documents in your safe deposit box at the bank? If you have, we would like to share the pros and cons of your decision here in this blog. Some...
by Allen L. Poucher, Jr | May 3, 2022 | Blog
Did you know that May is National Older Americans Month? Communities, families and loved ones are encouraged to get involved in learning about the issues that our Older Americans face as they age. Do you have an older loved one in your family? Do you have neighbors who are older? This month think about how you could help the elders in your life by reading the following. 1. Consider grocery shopping and meal planning for an Older American. You...
