Gift Planning Archives

2023 Year-End Planning Checklist

By Fairman Group
on December 4, 2023

This has been another year of uncertainty in current events and in U.S. financial markets. One thing that remains true and steadfast is the obligation to pay income taxes. Regardless of what the future brings, proactive year-end planning is...

Estate Planning Strategies for 2023

By Fairman Group
on November 1, 2023

This could be an opportune time to consider transferring wealth to future generations—by transferring assets (at lower values) prior to scheduled law changes. Read on to learn about our top suggestions.

Our 2020 Year-End Planning Checklist for Uncertain Times

By Fairman Group
on October 26, 2020

One adjective that describes this year is ‘uncertain’. Regardless of what the future brings, proactive year-end planning is always essential. Here is a checklist of things to consider before the end of 2020.

Estate Planning Strategies During Uncertain Times

By Fairman Group
on June 22, 2020

This could be an opportune time to consider transferring wealth to future generations—by transferring assets (at lower values) and taking advantage of historically low interest rates. As the world continues to face these unprecedented times, we at Fairman Group...

How Individual Taxpayers Can Benefit From PA Educational Tax Credits

By Fairman Group
on February 23, 2020

Individual taxpayers can take advantage of educational tax credits on their Pennsylvania Individual Income Tax Returns through the use of a Special Purpose Entity (SPE). A SPE is a pass-through entity specifically set-up to aggregate contributions of donors and...