Case study: Business owners exit with a family legacy
As an attorney, CPA, or financial advisor, you probably work with several clients who own a family business. You’ve likely
Courtney Larson
May 28, 2026
As an attorney, CPA, or financial advisor, you probably work with several clients who own a family business. You’ve likely
Next time you meet with your estate planning attorney, it may be a good idea to check in on your
Many people want to be thoughtful in their charitable giving, but that doesn’t always make the process easy. In fact,
If your client base includes philanthropic individuals and families, you’re likely aware that gifts of real estate are an option
At the FM Area Foundation, we value the role you play in helping individuals and families make the most of
As you guide clients through ongoing market uncertainty, you may be noticing that conversations are becoming as much about perspective
Sip, Connect & Celebrate a Year Worth Toasting Thanks to the partnership of advisors in our region, this past year
As an attorney, CPA, or financial advisor, you are no stranger to witnessing the ripple effects of life’s unexpected curveballs.
At the FM Area Foundation, we know that charitable giving is deeply personal and that choosing the right tools matters
Uncertain times often cause people to pause and reassess. Whether the uncertainty comes from markets, employment changes, health concerns or