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Estate Planning

No matter what your net worth may be, an estate plan is the only way to avoid the probate process and save your loved ones, time, taxes and stress.

If a person passes before setting up a will or trust, their state court system dictates how and when their assets are distributed and who will be their beneficiaries.

Preparing a will enables you to control these and other important matters like: who makes your medical decisions should you become incapacitated, and who cares for your minor children when you’re gone.

Contrary to popular belief, trusts aren’t only for the very wealthy. A trust holds your assets for the benefit of you, your spouse, your children and others you choose.

At FMS Capital Management, we work closely with Estate Planning Attorneys to give you complete control over your legacy while determining the best, tax-efficient strategy for your needs and goals.

Contact Us

 Address. 3733 National Dr. Suite 123, Raleigh, NC 27612

Tel. 919-300-5870

© 2020 FMS Capital Management

Securities and investment advisory services offered through Brokers International Financial Services, LLC. Member SIPC. Brokers International Financial Services, LLC does not provide tax or legal advice and is not affiliated with FMS Capital Management, LLC.  FMS Capital Management  is not affiliated or endorsed by the Social Security Administration or any government agency. 


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*The Retirement Analysis gives estimates based on your actual Social Security earnings record. Please keep in mind that these are just estimates. We can’t provide your actual benefit amount until you apply for benefits. And that amount may differ from the estimates provided because:

  • Your earnings may increase or decrease in the future

  • After you start receiving benefits, they will be adjusted for cost-of-living increases

  • Your estimated benefits are based on current law. The law governing benefit amounts may change because, by 2033, the payroll taxes collected will be enough to pay only about 77 cents for each dollar of scheduled benefits

  • Your benefit amount may be affected by military service, railroad employment or pensions earned through work on which you did not pay Social Security tax


FMS Capital Management, LLC is a subsidiary of TRA Capital Group, LLC