Gift Planning Archives

Next Nest: Your Children Start Having Children

By Fairman Group
on November 27, 2018

If you are ready to retire, entering a second career, caring for aging parents, or have adult children, you won't want to miss our series about the financial implications, opportunities and gotcha’s regarding life challenges. In our last story...

Consider a Donor Advised Fund as Your Vehicle of Choice for Charitable Giving

By Fairman Group
on October 24, 2018

With the 2018 tax law changes, many individuals may find themselves no longer in a position to itemize deductions. If you have appreciated securities, held for longer than twelve months, donating them to the Donor Advised Fund (DAF) can...