With the fate of the estate tax exemption uncertain, you may want to use the current large exemption to transfer […]
A Way to Lock in the Current Estate Tax Exemption to Benefit Your Spouse Read Post »
The Internal Revenue Service (IRS) has announced the amounts taxpayers of different ages can deduct from their 2022 income as
When applying for Medicaid’s long-term care coverage, in addition to the strict income and asset limits, you must demonstrate that
What It Means to Need ‘Nursing Home Level of Care’ for Medicaid Eligibility Read Post »
While it is preferable to conduct long-term care planning well in advance of needing care, if you haven’t planned ahead,
Better Than No Loaf: Medicaid Planning Using “Half a Loaf” Strategies Read Post »
The Biden administration is calling on Congress to pass proposals to lower prescription drug prices, including allowing Medicare to negotiate
Armed with a New Report, White House Pushes Congress to Reduce Prescription Drug Costs Read Post »
For 2022, the monthly federal Supplemental Security Income (SSI) payment standard will be $841 for an individual and $1,261 for a couple.
In 2022, Social Security Beneficiaries Will See the Biggest Increase in 39 Years Read Post »
Individuals who are researching nursing homes can now see staff and resident vaccination rates along with other quality and safety
COVID Vaccination Information Added to Medicare’s Nursing Home Compare Site Read Post »
Every year Medicare gives beneficiaries a window of opportunity to shop around and determine if their current Medicare plan is
It’s Medicare Open Enrollment Time: Is Your Plan Still Working for You? Read Post »
For a variety of reasons, people sometimes want some or all of their assets to pass directly to specific individuals
Passing on Assets Outside of Probate: PODs and TODs Read Post »
Join Geoff Hoatson, Founder and CEO of the Family First Firm, licensed insurance agent, and financial advisor, for an engaging and informative presentation on The Heirloom Journey. A roadmap to peace of mind for you and your loved ones.
During this special event, you’ll discover:
Join Geoff Hoatson, Founder and CEO of the Family First Firm, licensed insurance agent, and financial advisor, for an engaging and informative presentation on The Heirloom Journey. A roadmap to peace of mind for you and your loved ones.
During this special event, you’ll discover:
Join us for a helpful and engaging session where we’ll walk you through the most important steps in protecting your future and your family. This event will focus on key topics in estate planning and Medicaid strategies for long-term care—two critical areas that can significantly impact your quality of life, financial security, and peace of mind.
Whether you’re beginning the planning process or looking to update existing documents, you’ll gain valuable insights into how to safeguard your assets, qualify for important benefits, and ensure your wishes are honored for years to come. Our team will be here to guide you every step of the way, making complex topics easier to understand and apply.
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By providing your phone number, you consent to receive SMS communications from Lawmatics on behalf of Family First Firm. Consent is not a condition of service. Message & data rates may apply, and frequency will vary. Reply STOP to unsubscribe. Text HELP for help.