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...
by Allen L. Poucher, Jr | Mar 14, 2023 | Blog
Did you know you could protect your digital assets with your estate planning? Did you also know that when you begin creating your comprehensive Florida estate plan you can include your digital assets? What are your digital assets? They include a range of electronic records, including everything from social media accounts to digital photos, to email, to online accounts. Do you know how to protect them? Did you know that digital assets can be...
by Allen L. Poucher, Jr | Mar 7, 2023 | Blog
Are you the family caregiver for a developmentally disabled loved one? Were you aware that March is Developmental Disabilities Awareness Month? This month is to raise awareness about the importance of inclusion for children, adolescents and adults with developmental disabilities, and to celebrate the unique strengths and vital contributions of these individuals. Right now, as the parent of a developmentally disabled child, you have the legal...
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...
