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!