Are you confused about how to distribute your assets to your beneficiaries after you pass away? Curious about your options? […]
Estate Planning: What Are the Benefits of Setting Up a Trust in Florida? Read Post »
At the Family First Form, we found it to be a severe deficiency and have implemented changes to ensure parents have a way to protect their children.
The 4 Biggest Mistakes People Make When Setting Up a Trust Read Post »
Each person, whether they’re 18, or 108, needs documents that we call Advanced Directives. These are documents that give people
candidly, you may not. If you have nothing of value to your name, no bank account, no automobile, not a
Do You Need a Will if You Don’t Have Much Money? Orlando, FL Attorney Answers 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
If there’s no will, the process will start with probate, and intestacy laws will decide how assets will be distributed.
What if there is no will? Read Post »
One of the biggest misconceptions about estate planning is that it is a single document. People may assume they meet with an attorney to draft a will or create a specific type of trust, which is the beginning and end of the matter. Your estate plan is a collection of documents, and when they are combined, they formulate your plan.
Estate Planning Documents—Other Than Wills Read Post »
So, do young people (or those without much money) need to create a will?
The Truth About Jointly Titled Assets & Wills Read Post »
Funds from your trust are meant to add to and not replace disability benefits. As a result, you can’t use
Do trust assets affect eligibility for SSI or Medicaid? 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.