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 | 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 | Jan 25, 2022 | Blog
Did you know that trusts are one of the estate planning tools created for the management of assets, both during your life and after your death? In fact, there are several types of trusts to use in estate planning. However, in this blog we will divide trusts into a couple of categories to make them easier to understand. In the simplest terms, trusts are either revocable or irrevocable. This means they can either be changed or revoked after they...
by Allen L. Poucher, Jr | Jan 18, 2022 | Blog
Are you reflecting on the resolutions you made for the new year? We believe that creating a Florida estate plan is one of the most important New Year’s resolutions you can make this year. A Florida estate plan can protect both now, while living, and at the time of your death. Your Florida estate planning attorney will work with you to create a plan that ensures your choices for your health care and finances are honored by your chosen decision...
