Millions of people are affected by dementia, and unfortunately, many of them do not have all their estate planning affairs in order before the symptoms start. If you or a loved one has dementia, it may not be too late to sign a will or other documents, but certain criteria must be met to ensure that the signer is mentally competent.
May Someone With Dementia Sign a Will? Read Post »
While joint accounts can be useful in certain circumstances, they can have dire consequences if not used properly.
The Dangers of Joint Bank Accounts Read Post »
There are lots of misconceptions about estate planning, and any one of them can result in costly mistakes. Understanding who
5 Estate Planning Myths Read Post »
A trust is a legal arrangement through which one person holds legal title to property for another person.
Understanding Revocable Living Trusts Read Post »
Most people would benefit from having a trust. That’s because it isn’t just about how much money you have, it’s also about what you want for your family.
Do I need a trust? Read Post »
Running a small business can keep you busy, but it should not keep you from creating an estate plan. Not having a plan in place can cause problems for your business and your family after you are gone.
Why Small Business Owners Need an Estate Plan Read Post »
Your will can be contested if a family member believes you did not have the requisite mental capacity to execute the will.
HOW TO: Prevent a Contested Will Read Post »
Being the executor of an estate can be a time-consuming job, depending on the size and complexity of the estate. While a simple estate can take a few months and not require a huge time commitment, if there are problems, the job can drag on for years.
How Long Does an Executor’s Job Take? Read Post »
Whether or not we spend half our lives responding to devices, we all transact a lot of our daily business online.
Four Steps You Can Take to Protect Your Digital Estate 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.