Estate Planning
Effective estate planning can help ensure that your financial legacy is properly transferred to future generations. The Fairman Group’s professionals will work to gain an understanding of your values and goals to ensure that your wealth is transferred according to your wishes and at the lowest possible cost. We will deliver focused expertise in the following estate planning areas:

• Evaluating the tax and non-tax consequences of your current estate plan
• Developing strategies to achieve your objectives and minimize wealth transfer costs
• Providing guidance on the choice of fiduciaries and beneficiary designations
• Advising on lifetime gifting strategies
• Assisting with asset protection planning
• Planning for the succession and transfer of family-owned businesses
• Integrating your estate plan with your overall wealth management strategy
• Coordinating with attorneys and other advisors on implementation