Even if you’ve created an estate plan, are you sure you included everything you need to? There are certain provisions […]
Four Provisions People Forget to Include in Their Estate Plan Read Post »
Emotions can run high at the death of a family member. If a family member is unhappy with the amount
Preventing a Will Contest Read Post »
The beginning of a new year is a good time to take a look at your estate plan to make
To-do in 2017 – Review Your Plan! Read Post »
No one likes to think about the possibility of their own disability or the disability of a loved one. However,
Underestimating the Risk of Disability – The Importance of Being Prepared Read Post »
As the federal estate tax exemption has ballooned from $1.5 million ten years ago to $5.43 million today, the need
How to Avoid An Unnecessary Income Tax Time Bomb in Your Estate Planning Documents Read Post »
While approximately 10,000 cases are appealed to the U.S. Supreme Court each year, only 75 to 80 make it to
How Will the 2015 Supreme Court Decisions Affect You? Read Post »
On June 26, 2015 the United States Supreme Court issued its opinion in Obergefell v. Hodges, the name assigned to
Estate Planning for Same-Sex Couples Read Post »
Some view asset protection planning with a skeptical eye. They believe there is a moral obligation to pay one’s debts.
Shocking Truth About Asset Protection Read Post »
Asset protection has become a common goal of estate planning. Asset protection trusts come in many different forms and can
How to Easily Integrate Asset Protection Trusts into Your 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.
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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.