FAI-Assets & Income

Receiving a windfall is everyone’s fantasy.

 We all dream of winning the lottery or getting a six-figure check in the mail. But if you do unexpectedly receive a large sum of money, what’s the best way to handle it?  Put the experience of FAI to work to establish prudent, value-driven financial solutions for your newfound wealth.       

  • Receiving gifts or other large sums of money, such as winning the lottery, come with their own financial implications. You may be overwhelmed by monetary requests from family and friends and aren’t sure how to handle them. Or perhaps you need guidance about the associated tax consequences of the gift you received. We’ll work with you to create a financial plan that addresses your questions and concerns, as well as your current needs and future plans.
     
  • Inheriting money can be an emotionally-charged and confusing experience. It often creates anxiety in the recipient, usually resulting from the sense of responsibility toward the loved one who passed. Many recipients of a large inheritance don’t know what do first or where to turn for guidance. A proactive strategy that balances the giver’s legacy with your own priorities can provide direction for your new prosperity as well as personal, financial, and psychological benefits. FAI’s compassionate team of advisors can design a workable plan makes the most of your inheritance, now and for the future.

If you would like to discuss your needs regarding , please scroll down to complete our brief initial inquiry form and one of our senior advisors will contact you. Or if you prefer, feel free to call us at 410-715-9200. We look forward to speaking with you!

Recent News

Recent News

How to Have Tough Conversations with Your Aging Loved Ones

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Lyn Dippel, President & CEO of FAI Wealth Management, Wins SmartCEO’s Baltimore Brava Award

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Upcoming Events

Upcoming Events

Anirban After Dark

Anirban After Dark

10/25/2017 7:00:00 PM EDT
FAI Wealth Management & Davis, Agnor, Rapaport & Skalny present Anirban After ...

Dessert & Discussion: Long-Term Care

Dessert & Discussion: Long-Term Care

11/2/2017 7:00:00 PM EDT
Please join us for Dessert and Discussion on Long Term ...