The Law Offices of Samantha K. Wolfe, LLC brings you the next installment in its "Partnering with the Pros" series:

Matthew W. Berger, VP, Regional Wealth Manager with F&M Trust. Samantha and Matt discuss how F&M can serve as a fiduciary for a client's estate plan. They discuss why you may want a corporate fiduciary and the benefits of having F&M Trust serve in that role. Matt’s responsibilities include regional management of F&M Trust’s Franklin & Fulton County wealth management staff, administration of personal trusts (including power of attorney and charitable trust work), asset management, and estate planning. Matt has 15 years of experience in the financial industry, including equities, trading, and mutual fund analysis. Matt is also a current member of the Investment Committee at F&M Trust, which is responsible for the investment process. Matt’s education background includes being a graduate of Pennsylvania State University, with a Bachelor of Science in Finance from The Smeal College of Business. He holds the Certified Trust and Financial Analyst (CTFA) designation signifying expertise in financial considerations affecting trust and estate work, in addition to his Series 7 and 66 licenses. For additional information you can contact Matt Berger at: 1500 Nitterhouse Drive Chambersburg, PA 17201 Office: (717) 261-3561 Email: [email protected] Website: www.fmtrust.bank The Law Offices of Samantha K. Wolfe, LLC: Providing Mindful Legal Direction for You and Your Future Generations. We offer FREE initial consultations so contact our office at (717) 655-2676 to schedule an appointment today! We are located at 20 East Sixth Street, Suite 206, Waynesboro, PA 17268. https://www.youtube.com/watch?v=G3GNAXRqW4M​