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Strategic Planning in Volatile Markets

Brown Advisory

We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals. GIFT AND ESTATE TAX PLANNING Outright Gifting.

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Strategic Planning in Volatile Markets

Brown Advisory

We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals. GIFT AND ESTATE TAX PLANNING. CHARITABLE PLANNING.