
Early birds, “bunching,” and planning for year-end
When “back to school” enters your vocabulary, you know the rest of the year will go by in a flash!

When “back to school” enters your vocabulary, you know the rest of the year will go by in a flash!

National Estate Planning Awareness Week is coming up from October 19 through 25. This comes on the heels of August’s

Charitable giving doesn’t always have to mean writing a check. For donors looking to make the most of their generosity,

The FM Area Foundation is pleased to welcome five new members to its Board of Directors. The new board members

The Berg Family Foundation at the FM Area Foundation has awarded $72,060 in grants to 12 nonprofit organizations. The Elmer

As an attorney, CPA, or financial advisor, you’re well aware that your clients are typically better off from a tax

The FM Area Foundation has awarded $454,725 in scholarships to more than 200 area students for the 2026–2027 academic year,

For many attorneys, CPAs, and financial advisors, the last weeks of summer mark the beginning of year-end planning season. As

At the FM Area Foundation, we work with a wide range of individuals, families, and businesses for whom charitable giving

You might initially think of a donor-advised fund as a simple charitable savings account: contribute assets, immediately receive a tax