Kudos to the staff at Family First Firm, my experience working with them was exceptional. A great staff that knows their job to the fullest and goes far and beyond to make the client feel comfortable.
When residents are admitted into a nursing home, family members are oftentimes exhausted, confused and overwhelmed.This is why, whenever the need for estate planning arises, as a leader in my facility I know exactly where to guide them-Family First Firm.
We had a wonderful experience with Family First Firm who helped us with our Will & Trust. Everyone on the staff was very professional and gave us top-notch advice and followed up on everything we asked about. I highly recommend them as trusted advisors.
Proper estate planning ensures that you’ll maintain a high quality of life and your dignity as well as peace of mind.
Making your wishes known now will protect your loved ones from excessive taxes, debt, court fees, the heartache of the court system, and making medical decisions alone. It will also ensure that they’re taken care of in your will.
We’ll make sure that your plans are documented so that there are no mistakes and no one can challenge them. Your estate will go where you want it to, protected from excessive taxation along the way.
Yes. We draft pour-over wills that put anything that isn’t in your trust into the trust. As you go through life, you may forget to title assets, or well-meaning bank clerks can undo work towards funding your trust. For this reason, a pour-over will is a catch-all to ensure that any assets that aren’t in the trust get put into it.
We recommend reviewing your documents at least once every three years to ensure your plans are still accurate. We believe it so strongly that we have free three-year checkups with our clients. It may also be time to review your documents if you’ve been divorced, remarried, had children, grandchildren, or have received an inheritance.
A power of attorney is what allows another person to make decisions for you in case you’re ever unable to make them for yourself. These may include financial, healthcare, or child care decisions. We suggest designating a power of attorney because you can give the power to someone of your choosing instead of relying on the courts.