Inherited wealth need not be “an albatross around the neck of the children” as Sting so succinctly put it recently […]
4 Essential Skills Children Need to Have Before They Inherit Read Post »
One of the most eloquent responses to Robin Williams’ death came from his best friend Billy Crystal, who posted on
Robin Williams: A Life and Legacy for His Family Read Post »
We’ve been alluding to the big changes that are coming (and there’s still more to come) but all of us
Introducing the Family First Firm! Read Post »
The perfect gift for your child or grandchild on the occasion of their birth, Bar or Bat Mitzvah, Sweet 16
The Wealth Creation Trust: A Gift that Keeps on Giving! Read Post »
If you are like most Americans, you will probably be spending at least some of your vacation time this summer
On a Vacation? It’s a Perfect Time to Talk About Estate Planning Read Post »
Despite our best efforts, estate planning is not a “set it and forget it” kind of thing. Your life changes,
What’s Changed in Your Life? Read Post »
Another Actor’s Estate Plan Screwed Up By His Lawyer Oscar-winning actor Philip Seymour Hoffman’s will has been filed for probate
Philip Seymour Hoffman’s Will is a Cautionary Tale Read Post »
Paul Walker, who starred in the Fast & Furious movie franchise, died tragically in a high speed car accident in
5 Fast & Furious Estate Planning Lessons from Paul Walker’s Estate Read Post »
If you have been responsible enough to purchase a life insurance policy as added protection for your loved ones, then
How to Protect Life Insurance Proceeds from Taxation 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.