CFMF is Moving!

Amanda BuzoUncategorized

CFMF is moving on October 15th and our office will be closed starting at 3 PM on Friday, October 12. We expect to reopen on Tuesday, October 16 at 8:30 AM. Because we are moving and our systems will be disconnected, please do not send faxes during this time. Please make sure any hard copy items to be mailed or … Read More

2017 Holiday Hours

Amanda BuzoUncategorized

CFMF will be closed December 25-26, 2017, as well as January 1, 2018. Joinder Agreements seeking December 2017 approval must be received by CFMF no later than 9 AM on Friday, December 29, 2017.

Trusts and ABLE Accounts: Which to Choose?

Amanda BuzoEducational Resource

We are frequently asked whether a person should open a trust account or an ABLE Account. While we can’t answer that question for you, we can provide you with information. CFMF included a chart on our All Forms page to help people become more familiar with the options before talking to a trusted advisor.