by Allen L. Poucher, Jr | Oct 11, 2022 | Blog
Are you a Florida senior currently on Medicare? Did you know that Medicare’s Annual Open Enrollment Period begins on October 15th? Remember, every year Medicare health and drug plans make changes. These changes range from out of pocket costs and network coverage to providers and pharmacies within their networks, so there is much for a Florida senior to review. It is wise for all Florida seniors to revisit their health plans at least annually...
by Allen L. Poucher, Jr | Oct 4, 2022 | Blog
Do you and your spouse have a Florida estate plan? Over the past year, we have shared key articles with you on the types of trust planning you can complete to ensure your goals for yourself, your family, and your legacy are reached. One of the articles that many of our couples contemplating Florida estate planning want to read focuses on the Spousal Lifetime Access Trust. Commonly referred to as a “SLAT” this is an estate planning tool you...
by Allen L. Poucher, Jr | Aug 23, 2022 | Blog
In thinking about your estate plan, what is one of the key components you should consider? Be aware, your estate includes your wealth, like your home, bank accounts and investments, your health and all your plans you have for your legacy. Even if you create the best possible estate plan with your attorney, your plan may fail if you do not have the right fiduciary, who is a key component of your estate, in place. What does a fiduciary do? The...
by Allen L. Poucher, Jr | Aug 9, 2022 | Blog
Have you noticed that your parents are beginning to look older? Do they still live in their own home, buy their own groceries and drive themselves to appointments? Have you had any conversations with them about their future? For example, do they have an estate plan, if they became incapacitated where would they want to live or who is in charge of their affairs if they were incapacitated? We know that talking with your aging parents about estate...
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...
