What to Know About Estate Planning During Tax Season and Why It Matters for Your Legacy

What to Know About Estate Planning During Tax Season and Why It Matters for Your Legacy

Tax season can be a source of stress, but it is also a rare moment when all the pieces of your financial life are visible at once. Income, deductions, assets, accounts. That clarity creates the perfect opportunity to review and update your estate plan. At Allen Poucher Law, we help clients use tax time not just to file but to think bigger. To look at the legacy they are building and make sure every document and decision supports that vision....
Are There New Planning Opportunities for Florida SLATs?

Are There New Planning Opportunities for Florida SLATs?

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...