In the face of mounting criticism that its Direct Contracting initiative will undermine traditional Medicare, the Biden administration announced that […]
Rather Than End Controversial Medicare Initiative, Biden Gives It a Makeover Read Post »
Serving as a trustee of a trust can be a huge responsibility, so trustees are entitled to compensation for their
How Much Should a Trustee Be Compensated? Read Post »
Not everyone wants to take the required minimum distributions from their retirement accounts right away. If you don’t want your distribution, one option is to donate it to charity and get a tax deduction.
If You Don’t Want an IRA Distribution, You Can Donate It to Charity Read Post »
Not all assets will be counted against you for the purposes of Medicaid eligibility. Personal possessions, one vehicle, your principal residence, and prepaid funeral plans are “noncountable” assets. However, the state will likely still request information about these assets.
What Documents Are Required for a Medicaid Application? Read Post »
Medicare beneficiaries will soon be eligible to obtain up to eight free rapid at-home Covid-19 tests per month, and, unlike their privately insured counterparts, they won’t have to pay for them upfront, the Biden administration has announced.
Medicare to Cover At-Home Covid Tests by ‘Early Spring’ Read Post »
A durable power of attorney allows you to appoint someone you trust to step in for you to handle financial and legal matters if you become incapacitated. We all are at risk of incapacity from illness or injury, whether temporary or permanent.
Why You May Need a Trust in Addition to a Power of Attorney Read Post »
When loved ones pass away, there are lots of considerations, including what happens to their Social Security. The decedent’s payments need to be stopped, but survivor’s benefits may be available to the spouse or, in certain cases, children.
When a Social Security Recipient Dies, Survivors May Be Eligible for Benefits Read Post »
Most people who receive an inheritance are honored, but for some, it can be more of a burden than a blessing.
What to Do About an Unwanted Inheritance Read Post »
More than 4 in 10 Americans have at least one step-relative in their family – either a stepparent, a step
Estate Planning in the Age of Stepfamilies 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.