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Five Reasons for a Trust
December 16, 2020 / The Merrill Anderson Company
You might think that the doubling of the amount exempt from federal estate and gift tax ($11.7 million per person in 2021) would reduce the need for estate planning, given that so few families will now need to worry about this tax…
Planned giving in 2020
December 07, 2020 / The Merrill Anderson Company
The idea of “planning” a gift to charity may not spring as readily to mind as investment or retirement planning. Yet there are many ways to give, and many kinds of gifts to consider, especially when philanthropy is one of your core values…
Read this before cashing out your retirement account due to COVID-19
August 11, 2020 / F&M Trust
The Coronavirus Aid, Relief and Economic Security (CARES) Act offers a provision to soften the economic impact from COVID-19. It authorizes the withdrawal of up to $100,000 from IRAs, or 401(k) retirement accounts, without penalty…
Seven ways to save money by going green
July 23, 2020 / F&M Trust
We all know we should turn off the lights when we leave a room, unplug appliances we aren’t using and invest in reusable drinkware to reduce our carbon footprints. But, changing other small habits can have a positive impact not only on the environment, but also your wallet.…
How the CARES Act impacts student loans
June 18, 2020 / Shelby White
Known as the CARES Act, the roughly $2 trillion coronavirus stimulus package that was recently passed by the United States government is intended to reduce the financial pain felt by millions of Americans who have been affected by the measures taken to control the spread of COVID-19.…
