Medicaid agencies must pick a date to use to analyze the applicant’s assets. The date that the agency chooses can affect how much money the applicant must spend down before qualifying for benefits and how much a spouse is able to keep.
Medicaid’s “Snapshot” Date and Its Crucial Impact on a Couple’s Financial Picture Read Post »
You may have to make decisions about whether to start or stop a particular treatment, choose doctors and specialists, or to continue or stop life support.
Just Say No: Declining to Act as an Agent Under a Power of Attorney Read Post »
All older Americans are vulnerable to financial abuse, but there are certain circumstances that make someone more likely to be
Online Survey Helps Older Adults Assess Their Financial Vulnerability Read Post »
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 »
Long-term care is becoming an important issue for our nation to address. We have 78 million aging baby boomers. The
The Future of Long Term Care & How to Finance It 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.
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.
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.