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posted on Tuesday, October 7, 2025
As we age, managing finances can become increasingly complex and time-consuming. Ensuring that bills are paid on time, assets are secure, and financial records are in order can feel overwhelming.
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posted on Friday, August 1, 2025
In each stage of life, individuals face unique financial challenges and opportunities. At First Point Financial Management & Trust Services, we specialize in helping clients prepare for the unexpected by creating personalized strategies to achieve their long-term financial goals.
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posted on Thursday, January 23, 2025
Estate planning is a crucial process that ensures your assets are distributed according to your wishes, and your loved ones are taken care of after your passing. Trusts are versatile tools used in estate planning that cater to various needs and objectives.
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posted on Wednesday, August 14, 2024
Customers often ask why they are required to obtain a Medallion Signature Guarantee on financial documents and why a notary is not sufficient. A notary validates identity and provides a witness to a signature, but a Medallion Signature Guarantee provides an additional level of security.
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posted on Wednesday, July 31, 2024
It's not just about taxes and wills. In its broadest sense, estate planning is the process of accumulating, managing, and distributing property over the course of your lifetime. The goal is to protect your assets during your life and distribute them according to your wishes when you pass away.
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