Saturday | July 11, 2020
We are excited to share PART 1 of a video series we have been working on! The series will focus on several concepts of estate and gift planning, including wills and trusts, powers of attorney, and joint ownership. Families often avoid discussions about estate planning because they can be uncomfortable, or they don’t feel knowledgeable on the subject. We have developed these videos to provide a fun format for you to explore these important topics. Watch for yourself or share them with family and friends!
PART 1 introduces the mission of FMF Financial Services and explains what we mean when we refer to estate planning and gift planning. Click on the image above to view this short (2:36) video.
If you have any questions about the ideas presented in the videos, please feel free to contact us! Your regional representative would be happy to have a conversation with you. CLICK HERE for a list of our regional representatives and their contact information.
CLICK HERE to view other videos available in our library.
Stay tuned over the next few weeks for the premier of PARTS 2 – 5!
FINANCES
SAVVY LIVING
Can I Stop Receiving Social Security if I Go Back to Work?
I lost my job last month because of the coronavirus crisis. With little savings, I have been thinking about starting my Social Security benefits early to help me get by. But my question is, if I find a new job can I stop my Social Security benefits and…
Read More »
PERSONAL PLANNER
Integrity and Initiative
Pat and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world.
Read More »
WASHINGTON NEWS
Last Minute Tax Filers Nearing July 15 Date
In IR–2020–145, the Service encouraged taxpayers to remember the July 15 tax-filing deadline. With the impact of the coronavirus on all Americans, the IRS changed the filing date this year from April 15 to July 15.
Read More »
DONOR STORY
Leading for the Future
Luke and Candice spent many years volunteering and supporting their favorite Free Methodist ministry. They wanted to give back in a way that would help fulfill its mission.
Read More »
Content from Crescendo Interactive.
CONTACT US TODAY TO BEGIN THE CONVERSATION
We believe that with effective counsel and financial management, each person can multiply the impact of the resources entrusted to their care.
Hours
Monday: 8:00am – 5:00pm
Tuesday: 8:00am – 5:00pm
Wednesday: 8:00am – 5:00pm
Thursday: 8:00am – 5:00pm
Friday: 8:00am – 4:00pm
Saturday: Closed
Sunday: Closed