All older Americans are vulnerable to financial abuse, but there are certain circumstances that make someone more likely to be […]
Online Survey Helps Older Adults Assess Their Financial Vulnerability Read Post »
When you need someone else to care for money or property on your behalf, that person (or organization) is called
What Is a Fiduciary and What Are Its Obligations? Read Post »
Marriage is supposed to be “until death do us part,” but after one spouse dies, is it possible for a
Can a Marriage Be Annulled After One Spouse’s Death? Read Post »
Most people want to pass their assets to their children or grandchildren, but naming a minor as a beneficiary can
Be Careful Not to Name Minors as Your Beneficiaries Read Post »
The federal government has expanded access to protections for spouses of reverse mortgage holders who are not named in the loan document, allowing more such spouses the ability to stay in their home if the borrowing spouse dies or moves to a care facility.
Non-Borrowing Spouses of Reverse Mortgage Holders Receive Expanded Protections Read Post »
In December 2018, the Social Security Administration (SSA) had a nasty surprise for Laura Marshall (not her real name), a
Studies have found that workers overestimate how much they will receive in Social Security benefits when they retire. Having a good understanding of the realities can help you plan for retirement.
You May Be Overestimating Your Social Security Benefits Read Post »
Qualifying for Medicare hardly means free health care – there are still premiums and deductibles. However, people who qualify for
Dual Eligibility: How Qualifying for Both Medicare and Medicaid Can Help With Costs Read Post »
Passing assets to your grandchildren can be a great way to ensure their future is provided for, and a generation-skipping
Passing Assets to Grandchildren Through a Generation-Skipping Trust 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.