by Allen L. Poucher, Jr | Jan 17, 2023 | Blog
Thinking about adding a trust to your Florida estate plan? As you make your plans for the new year, you should meet with your Florida estate planning attorney and consider a trust. Are you aware that a trust is an estate planning tool created for the management of assets, both during your life and after your death? In addition, there is not just one type of trust, but several used in estate planning. In regard to this blog and in order to make...
by Allen L. Poucher, Jr | Jan 3, 2023 | Blog
Did you enjoy visiting your parents at the beginning of the holiday season? Do you feel with each passing year that they are becoming more dependent on external assistance? Are you ready for what may face them in the future? Do you know if they have a power of attorney? What about who is listed on it? Although it may be difficult, it is important for you and your parents to have a conversation about their wishes for now and in the future and...
by Allen L. Poucher, Jr | Nov 15, 2022 | Blog
Have you recently been diagnosed with Alzheimer’s disease? We know this diagnosis can be disturbing and overwhelming. What should you do now? How do you learn more about Alzheimer’s? How can you be prepared for your future? Be aware that you are not alone. In fact, there is a worldwide effort to find a cure and to help support people in need during Alzheimer’s and Brain Awareness Month. It is highly recommended that you consult with a Florida...
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...
