Current Topics Affecting Your Financial Life
Welcome to our first issue of Fairman Group Perspectives, our enewsletter focused on sharing timely financial planning insights. In this edition we highlight how geopolitical tensions may impact oil prices and the economy, tips for protecting your identity, the...
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Estate Tax Changes Under Recent Tax Acts
The Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) was a sweeping piece of legislation that significantly changed the federal gift and estate tax and the GST tax for the years 2001 through 2010. The maximum tax...
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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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