by Allen L. Poucher, Jr | Apr 24, 2019 | Blog
Did you know if you own a home or a car in another state, besides the probate process in your home state, your beneficiaries might need to go through another, ancillary, form of probate to receive it? Having your assets transferred to your heirs after you pass away can be something that you want to think through and plan for carefully because you want to do it the right way for your family. Without advance planning, the laws of the state where...
by Allen L. Poucher, Jr | Dec 20, 2018 | Blog
The holidays are a special time of year for families to gather and spend time together. For parents and grandparents, the holidays can also be an occasion to update an estate plan. Life events, such as the birth of a child or grandchild, may have occurred since an estate plan was last revised. Plus, changes in tax laws, investment markets or the sale of assets may require additional planning. With everyone in the same place, and a new year...
by Allen L. Poucher, Jr | Dec 4, 2018 | Blog
In the past couple of years, we have sadly lost many notable celebrities. You may have heard about the passing of Aretha Franklin, Kate Spade, Prince, and Stan Lee. Did you also know, however, that each of these celebrities passed without leaving comprehensive estate planning protections in place for their loved ones? Many of us may not understand just how important estate planning is. This is why we want to share with you some valuable estate...
by Allen L. Poucher, Jr | Oct 29, 2018 | Blog
One of the most important decisions you can make for a loved one with special needs is choosing how to plan for his or her future. What should you consider? How do you plan forward? While it may not be easy, when it comes to estate planning, one of your goals should be long-term stability and support. For many families, this means protecting access to essential public assistance benefits while still providing broad financial support. When you...
