FPFA Monthly Insight - Wills, Trusts & Estate Planning (March 2026)

Happy Weekend,

Let's take a break from the market to focus on an area of wealth management we are truly in control of.  I've attached basic information about estate planning.  We are not legal professionals, but we welcome any conversations you would like to have on the highlighted topics.

Front Porch regularly meets with clients and their estate planning attorneys and acts as a sounding board as questions are asked and decisions made.  We also ensure that the beneficiaries for the accounts we manage for our clients reflect their estate planning.  

Best Regards,

Geoff

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Front Porch Financial Advisory distributes its ‘FPFA Monthly Insight’ to clients and participants in the retirement plans it advises with the intent of providing information that may be relevant to a broad audience.  The content is gathered from various industry resources such as money managers, licensing and education providers, and professionals in fields tangent to wealth management.  This material is provided for educational purposes only and does not constitute investment, legal, tax, business, or any other advice. This information is not a substitute for such professional advice or services.  Before making any decision or taking any action that may affect you or your personal finances, you should consult a qualified professional advisor.