by Allen L. Poucher, Jr | Dec 22, 2020 | Blog
Have you decided to hire an attorney to help with your estate planning needs? If so, it can be a little overwhelming trying to decide what to do next. Here are three tips for choosing an estate planning attorney. The first of the three tips for choosing an estate planning attorney may be to identify your specific needs and goals. You may only need a simple will, power of attorney, and advanced healthcare directive. On the other hand, you may...
by Allen L. Poucher, Jr | Dec 8, 2020 | Blog
Most people think of a 529 Savings Plan as a college savings program, but did you know that it can be used for much more? The funds can be used for college tuition, room and board, qualifying education expenses such as books and computers, and even certain elementary school, high school, and graduate school expenses. A lesser known fact about 529 Plans is that they are also excellent estate planning tools. The beneficiaries of 529...
by Allen L. Poucher, Jr | Oct 21, 2020 | Blog
Did you know that Medicare open enrollment is upon us? With Medicare open enrollment time, there may be important things seniors need to keep in mind. Here are three things seniors should know: You must have enrolled in Medicare when you were first eligible to participate in open enrollment. This means that you (1) were automatically enrolled in Medicare because you were already receiving Social Security or Railroad Retirement benefits and you...
by Allen L. Poucher, Jr | Oct 13, 2020 | Blog
Many parents use 529 savings plans as a way to let their child’s college funds grow tax-free. Did you know, however, that 529 plans are not just for parents and children? They are also not limited to use for tuition. Parents, grandparents, and other adults with children, grandchildren, nieces or nephews can use a 529 savings plan not only to fund college tuition, but to ensure that a myriad of other expenses are covered for their loved ones,...
by Allen L. Poucher, Jr | Jan 30, 2020 | Blog
Did you know a Florida estate planning attorney advises people of all ages on how to create a legacy that can protect them both in life and in death? This practice of the law deals with all aspects of Florida estate planning for the conservation and disposition of estate assets, while giving due consideration to the applicable tax consequences, both federal and state. The lawyer, also known as a wills, trusts and estates lawyer, advises and...
