One of the biggest misconceptions about estate planning is that it is a single document. People may assume they meet with an attorney to draft a will or create a specific type of trust, which is the beginning and end of the matter. Your estate plan is a collection of documents, and when they are combined, they formulate your plan.
Estate Planning Documents—Other Than Wills Read Post »
Even if you never intend on creating an estate plan, the answer to this question could still impact you.
What Happens To My Mortgage If I Pass Away? Read Post »
While Medicaid helps pay for nursing home care, getting into a nursing home as a Medicaid recipient is not always easy. There are several ways to navigate the process, depending on your situation.
How to Get Into a Nursing Home as a Medicaid Recipient Read Post »
One area that causes a lot of confusion with regard to Medicaid is the look-back period. Medicaid, unlike Medicare, is a means-based program, which means that you are only eligible for it if you have very few assets.
How Does the Medicaid Look-Back Period Work? Read Post »
If you are single, you may not think you need to plan your estate, but single people are in as much need of a plan as anyone else.
Single? You still need an estate plan Read Post »
So, do young people (or those without much money) need to create a will?
The Truth About Jointly Titled Assets & Wills Read Post »
Even if you’ve created an estate plan, are you sure you included everything you need to? There are certain provisions that people often forget to put in in a will or estate plan that can have a big impact on a family.
Four Provisions People Forget to Include in Their Estate Plan Read Post »
Parents usually want to leave their children equal shares of their estate, but equal isn’t always fair. If you plan
What to Do If You Want to Leave Your Children Unequal Inheritances Read Post »
When you have assets of value, you can direct where they go. The choice is yours. Estate planning enables you to document your wishes legally so that your chosen beneficiaries receive the assets you want them to have.
The Value of an Estate Plan 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.
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.
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.