While long-term care insurance costs are up in general, some policies are going down in 2018, according to the 2018 […]
Costs of Some New Long-Term Care Insurance Policies Going Down in 2018 Read Post »
After staying the same for five years, the amount you can give away to any one individual in a particular
You Can Give Away More Tax Free in 2018 Read Post »
You may be afraid of losing your home if you have to enter a nursing home and apply for Medicaid.
The main purpose of a will is to direct where your assets will go after you die, but it can
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Grandparents may be tempted to leave an IRA to a grandchild because children have a low tax rate, but the
Be Aware of the Kiddie Tax Before Leaving an IRA to Children Read Post »
Many seniors and their families don’t use a lawyer to plan for long-term care or Medicaid, often because they’re afraid
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So August is National Make-a-Will Month. Who knew? Getting a will isn’t the most pleasant of tasks, and consequently, too
It’s August, So It Must Be Make-a-Will Month! Read Post »
Up until your child reaches 18, you are absolutely entitled to access your child’s medical records and to make decisions
Take These Three Steps When Your Child Turns 18 Read Post »
With Republicans in control of Congress and the presidency, there is talk of eliminating the federal estate tax. In 2017
Are Trusts Still Useful If the Estate Tax Is Repealed? 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.