Why Updating Beneficiary Designations Matters

Keep your financial plans foolproof! 📋✨ Updating your beneficiary designations ensures your assets are passed on exactly as you intend. Secure peace of mind with Fairman Financial. #FinancialPlanning #LegacyMatters #BeneficiaryUpdate

Recent Estate & Gift Tax Proposal and Bills

Legislation that would significantly change the Estate, Gift, and Generation-Skipping Tax landscape has recently been proposed. While it is hard to predict whether any of the proposals will be enacted, we feel it is wise to plan for the worst and hope for the best.