by Allen L. Poucher, Jr | Jun 7, 2022 | Blog
Do you, like many Floridians, keep your important paperwork, documents and valuables at your local bank in a safe deposit box? Are you confident that renting a safe deposit box is much safer than keeping everything at home? Have you decided, now that your estate plan is complete, to keep your original documents in your safe deposit box at the bank? If you have, we would like to share the pros and cons of your decision here in this blog. Some...
by Allen L. Poucher, Jr | Apr 19, 2022 | Blog
Do you know if your parents have created an estate plan, including a durable power of attorney? Right now is the perfect time for this question. Even though your parents are healthy now, what would happen if one or both of them were to suddenly become incapacitated? For example, one or both might lose their mental or physical capacity due to an accident, a sudden decline in health, or the inevitable factors that come as they age. Be aware that...
by Allen L. Poucher, Jr | Mar 15, 2022 | Blog
Are you considering adding trusts to your estate plan? Are you familiar with what a trust can do for your estate plan, but also what you must do as well? First, a trust is a legal document that identifies the purpose of the trust, the trustee of the trust and his or her powers, the beneficiaries of the trust, and the requirements for distributing the trust assets to the beneficiaries. Secondly, the trustor must fund or place into the trust his...
by Allen L. Poucher, Jr | Mar 1, 2022 | Blog
As a Florida senior adult, enjoying life in the Sunshine State, do you have an estate plan in place? Did you know that research tells us that less than 50% of all Americans have an estate plan or even a will. We want you to know that without an estate plan in place your family may face difficulty after you pass away, including sorting out your assets and any debts you may have. In regard to estate planning, no matter how big or how small,...
by Allen L. Poucher, Jr | Feb 15, 2022 | Blog
Are you trying to find a card or gift for your older adult children for Valentine’s Day? Do you find it harder as the years go by? How do you say “I love you” as your children age? Do they have concerns now or for the future, do any of those concerns include you, as parents? With thoughts of showing our love during the month of February and the entire year, we would like to share a few ways that you can show your love for your family. You can...
