How frequently you should review your estate plan depends on how old you are and whether there has been a […]
If You Haven’t Been Regularly Reviewing Your Estate Plan, Start When You Hit 60 Read Post »
Comedian and author Steve Martin had his first child at age 67. Singer Billy Joel just welcomed his third daughter.
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New rules have been put in place to protect seniors with brokerage accounts from financial scams that could drain the
New Brokerage Account Safeguards Aim to Protect Seniors From Financial Scams Read Post »
If you own property – whether houses, bank accounts, or vehicles – in more than one state, do you need
Tailoring a Will and Power of Attorney for Multiple States Read Post »
While the execution of wills requires formalities like witnesses and a notary, the reality is that most property passes to
Choosing Retirement Account Beneficiaries Requires Some Thought Read Post »
Joy Loverde. Who Will Take Care of Me When I’m Old? Plan Now to Safeguard Your Health and Happiness in
A Guidebook to Planning for Old Age Read Post »
Older parents are becoming more common, driven in part by changing cultural mores and surrogate motherhood. Comedian and author Steve
Estate Planning and Retirement Considerations for Late-in-Life Parents Read Post »
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 »
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.