An Update on Estate Planning and the New Tax Bill
AN UPDATE ON ESTATE PLANNING AND THE NEW TAX BILL CHANGES YOU SHOULD BE AWARE OF REGARDING ESTATE TAXES Increased Estate & Gift Tax Exclusions Under Pre-Act law, the first $5.6 million of transferred property (as adjusted for inflation...
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The 2% You Haven’t Heard About…
THE 2% YOU HAVEN’T HEARD ABOUT… AT FAIRMAN, WE ARE PROUD TO BE PART OF THE 2% AND WOULD LIKE TO SHARE ITS ADVANTAGES WITH YOU. When it comes to personal wealth, most people think of the 1%—those individuals...
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How Will the New Tax Law Affect You?
HOW WILL THE NEW TAX LAW AFFECT YOU? 63% OF AFFLUENT AMERICANS SAY THEY ARE VERY OR SOMEWHAT LIKELY TO CHANGE THEIR PERSONAL FINANCIAL PLANS BASED ON THE NEW FEDERAL TAX LAW… …and more than half say they believe...
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Proposed Tax Reform Legislation
A lot has been written and said about the current efforts in Congress to pass “tax reform”. We have and will continue to discuss the proposals and their impact with our clients in planning meetings, etc. To date we...
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Housing Options for Older Individuals
As you grow older, your housing needs may change. Maybe you’ll get tired of doing yardwork. You might want to retire in sunny Florida or live close to your grandchildren in Illinois. Perhaps you’ll need to live in a...
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