CLIENT SERVICES

THE 10 ESTATE AND WEALTH MANAGEMENT ISSUES
Fairway Asset Management will help you explore new opportunities to build and protect your wealth – today
and for generations to come – by addressing the 10 key estate and wealth management issues that can
affect the direction and success of your strategy.

1. Investments
    Non-qualified Plans
   Qualified Plans
   Stock Option Plans
   Concentrated Stock Positions

2. Insurance
    Family Protection
   Estate Liquidity

3. Liabilities
    Tax Efficient Debt
   Good Debt vs. Bad Debt

4. Taxes
    Individual
   Business
   Capital Gains
   Estate

5. Business Succession Planning
    Company Valuations
   Gift, Transition, Sell







Disclosure Brochure (ADV Part II)

For Regulatory Information – Click Here
6. Durable Power of Attorney
   Will
  Living Will
  Health
  Financial

7. Gifting
   Family/Descendents
  Individuals
  Charitable
  Foundation

8. Titling of Assets
   Tax Advantages
  Proper Titling

9. Executor/Successor Trustee Decisions
   Personal
  Corporate
  Review and Update Annually

10. Distribution of Wealth Upon Death
   Personal Assets
  Business Assets
  Investment Assets
  Real Estate Assets