2008 Estate Planning Valuation 
The Big Picture
JANUARY 21, 2025
And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. I did it in 2008 in oh nine. With no further ado my discussion with Jonathan Clements.
Brown Advisory
DECEMBER 2, 2015
It also encompasses intended lifestyle, charitable giving, retirement and estate planning, and liabilities, including anticipated costs for health care. During times of market volatility, such long-term planning enables clients to shake off an impulse to sell. Ensuring Legacies Last. By Joe Ferlise, Strategic Advisor.
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Brown Advisory
APRIL 1, 2020
These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. GIFT AND ESTATE TAX PLANNING Outright Gifting. CHARITABLE PLANNING Charitable Giving.
Brown Advisory
APRIL 1, 2020
These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. GIFT AND ESTATE TAX PLANNING. CHARITABLE PLANNING. tax code that are not permanent.
Brown Advisory
SEPTEMBER 3, 2015
Still, we believe that attractive opportunities for fundamental, bottom-up investing endure in China S and Asia’s other emerging markets, where valuations are more attractive than for equities in the developed world like the U.S. 1, 2008, until Dec. Such protection can be a cornerstone for sound estate planning.
Brown Advisory
SEPTEMBER 3, 2015
The Federal Reserve, since pushing down the main interest rate to zero in 2008, has repeatedly acknowledged that a “reach for yield” may threaten financial stability. Such protection can be a cornerstone for sound estate planning. Following such an approach, we do not hold appropriation bonds sold by Puerto Rico and Chicago.
Brown Advisory
NOVEMBER 19, 2016
Despite the political winds of the campaign, 2016 is shaping up to be a stable planning year, giving us room to focus on reviewing long-term goals vs. acting on policy deadlines. Key Planning Notes for 2017. 2017 may see the elimination of valuation discounts on transfers of family-held business assets.
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