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 | Oct 5, 2021 | Blog
As a parent of a child with mental illness, you know it is not an easy road. There is no question that your child has faced more challenges than most and, as his or her life has continued, you have found these challenges become more complicated as your child becomes an adult. From navigating public benefits to ensuring your child has the health care needed on a daily basis to understanding the best way to communicate with your child, you know...
by Allen L. Poucher, Jr | Jul 27, 2021 | Blog
It can be important to update your estate plan when you move to a new state. Why is that? Let us discuss some of the key reasons why you should make updating your estate plan a priority after moving to a new state. The laws are different in every state. While one state will probably honor your will, trust or other estate planning documents executed in another state, because the laws vary from state to state, not updating the estate planning...
