by Allen L. Poucher, Jr | Jun 20, 2023 | Blog
Did you know that when you begin to create your Florida estate plan, the first step is to think about what you own and who should inherit it at the time of your passing? Now we know that most of us do not want to focus on the need for Florida estate planning, but it is critical to ensure that our goals for our legacy can be reached. From your spouse and your children to your business and the causes you care about, your Florida estate plan can...
by Allen L. Poucher, Jr | May 2, 2023 | Blog
Are you a Florida senior who may have reached the point where it may no longer be safe or appropriate to live at home without assistance? In fact, are you wondering if you should be thinking about moving into an assisted living facility? What exactly is an assisted living facility and what might it do for you? To begin, an assisted living facility is a residential setting. Assisted living should not be confused with a skilled nursing home which...
by Allen L. Poucher, Jr | May 2, 2023 | Blog
Are you researching ideas for starting the difficult conversations with your aging parents about their medical care? Do they still live in their own home by themselves, have good health, stay active and visit with their family? Are you aware of your parents giving any thought to a time when they may not be able to make decisions for themselves because of either an accident or illness or the need for skilled nursing care? Having these...
by Allen L. Poucher, Jr | Apr 11, 2023 | Blog
Have you recently inherited assets? When you receive an inheritance it is a big deal. It does not matter whether you were expecting it or not, you need to take the inheriting of any assets seriously. In fact, regardless of the amount, you want to make sure that you are taking the steps you need to protect this new asset and have the guidance you need. Now we realize that with this inheritance it can be an exciting opportunity to think about...
by Allen L. Poucher, Jr | Apr 4, 2023 | Blog
Are last minute tax tips for your estate plan top of mind? Are you like many of our clients who know how important creating a Florida estate plan is for themselves and their families? Are you wanting to protect yourself, your family, your business, your estate from taxes and be sure your legacy will survive you? We know and understand the importance of your goals and we can work with you to create a Florida estate plan that will accomplish all...
