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 »
Medicare prescription drug (Part D) plans can have a coverage gap—called the “donut hole”–which limits how much Medicare will pay
How You Can End Up in Medicare’s Donut Hole, and How You Get Out Read Post »
A recent court case involving a power of attorney demonstrates the problem with using online estate planning forms instead of
Court Case Illustrates the Danger of Using an Online Power of Attorney Form Read Post »
Inheriting a vacation home with your siblings can be a great thing or it can cause huge problems within the
The Vacation Home: Uniting the Family or Tearing It Apart? Read Post »
The IRS has announced that the tax deduction for medical expenses includes amounts spent on face masks, sanitizer and other
IRS Announces That Face Masks and Related Purchases Are Tax-Deductible Read Post »
Parents and other family members who want to pass on assets during their lifetimes may be tempted to gift the
Why an Irrevocable Trust May Be Superior to Gifting Read Post »
The $1.9 trillion American Rescue Plan Act (ARPA) delivers a broad swath of relief, covering families, employers, health care, education, and housing. The following are the provisions that most directly affect older Americans:
How the $1.9 Trillion COVID-19 Relief Bill Aids Seniors Read Post »
As the second (and maybe third) round of stimulus checks go out, it is important to know that nursing home
What to Do With Your Stimulus Check if You Are in a Nursing Home Read Post »
Long-term care involves not only a loss of personal autonomy; it also comes at a tremendous financial price. Proper planning
Using Estate Planning to Prepare for Medicaid 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.