ESTATE PLANNING: Why is it important? 

This video focuses on the importance of having an estate plan and the main goals. Having a thoughtful plan in place today provides peace of mind for the future.
(viewing time = 8:17)

This video is part of a comprehensive program — “Estate Planning: Plan Today. Enjoy Tomorrow.”

ESTATE PLANNING: What are the key elements? 

Learn the core documents that are necessary to develop a solid estate plan as well as a simple checklist to follow and the value of coordination with various professionals.  
(viewing time = 12:53)   

This video is part of a comprehensive program — “Estate Planning: Plan Today. Enjoy Tomorrow.”

ESTATE PLANNING: When should it be a priority? 

It’s vital to be proactive and have a holistic view of your estate before it becomes an urgent matter. Topics discussed include life events that prompt the priority of planning and how often you should review your plan. 
(viewing time = 8:55)

This video is part of a comprehensive program — “Estate Planning: Plan Today. Enjoy Tomorrow.”

ESTATE PLANNING: How do you create a plan? 

This conversation highlights how to get started and find the right attorney, the types of attorneys to consider, and what to expect as you move forward with your estate plan. 
(viewing time = 7:14)   

This video is part of a comprehensive program — “Estate Planning: Plan Today. Enjoy Tomorrow.”

Celebrating 50 Years of Investing

In an ever-changing world, consistency matters.

At Fenimore Asset Management, we’ve stayed true to our investment philosophy and guided investors through the many ups and downs since 1974.

For 50 years, investors have relied on our in-depth investment research, focus on quality stocks, and personalized service — from people who truly care.