FAI-Legacy Planning

Sometimes, it’s better to give than to receive. 

As we age, it’s natural to start thinking more carefully about our assets—now, down the road, and when we’re gone. A compelling giving strategy provides an opportunity to positively impact the life of the recipient, often in powerful ways. 

  • Charitable giving plays a role in many of our clients’ financial plans. Some people find fulfillment in helping others who are less fortunate; others simply enjoy sharing their prosperity.  Institutions of art, sciences, and education are often funded largely by those who want to give back in appreciation for their contributions to the community. Your charitable gifts can be made during your lifetime or upon death through your estate plan, it’s all up to you. Let FAI apply our decades of experience to create a plan for charitable giving that makes a difference in your life, and the lives of those you touch.
     
  • Gifting to family members is a common way for families to share their wealth. Sometimes financial gifts are carefully planned, other times they are given in response to an unexpected need. Whatever the circumstances, there are many ways to maximize your giving potential. You can rely on FAI to help you design a gifting plan that addresses your priorities and values, along with tax strategies, estate provisions, and other financial considerations, to deliver superior financial security for you and your loved ones.

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

Lyn A. Dippel Appointed to Maryland General Assembly Compensation Commission

Lyn A. Dippel Appointed to Maryland General Assembly Compensation Commission

8/17/2017 12:00:00 AM EDT
4 days ago

Columbia, Maryland – August 14, 2017 – FAI Wealth Management, a leading fee-only wealth management firm in the Baltimore-Washington region, announced that its President and CEO, Lyn ...

Dessert & Discussion: The Medicare Maze

Dessert & Discussion: The Medicare Maze

8/17/2017 12:00:00 AM EDT
4 days ago

Join us for coffee and dessert.

Kevin Dougherty, of KMD Insurance, will help you navigate through the Medicare Maze by explaining what to look for ...

Upcoming Events

Upcoming Events

Labor Day: Office Closed

Labor Day: Office Closed

9/4/2017 12:00:00 AM EDT

Dessert & Discussion: The Medicare Maze

Dessert & Discussion: The Medicare Maze

9/14/2017 7:00:00 PM EDT
Kevin Dougherty will be speaking at Historic Oakland Manor back ...