2012 Assets Estate Planning Valuation 
Brown Advisory
SEPTEMBER 12, 2016
Proposed Tax Law Changes Prompt Estate Planning Review achen Mon, 09/12/2016 - 06:00 A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. As previously mentioned, gifts of interests in FLPs are a timely example.
Brown Advisory
SEPTEMBER 12, 2016
Proposed Tax Law Changes Prompt Estate Planning Review. A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. Adopting a program of planning early, and monitoring that program, often brings the best results.
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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. Protecting inherited assets from a claim by a family member’s ex-spouse can help limit those losses.
Brown Advisory
SEPTEMBER 3, 2015
As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. By Taylor Graff, CFA, Asset Allocation Analyst. Protecting inherited assets from a claim by a family member’s ex-spouse can help limit those losses. Rude Awakening. Thu, 09/03/2015 - 15:10.
Brown Advisory
NOVEMBER 12, 2015
As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. Re-examine asset location. Gift and Estate Taxes. For 2015, the exclusion amount is $5.43
Brown Advisory
JUNE 16, 2016
With tax policy in a steady state and relatively calm economic conditions, there are no strong external reasons to make major planning adjustments. A good example took place in 2012; at the time we helped many clients prepare for anticipated changes to policy regarding taxes on asset transfers. Clear the Hurdle.
Brown Advisory
DECEMBER 2, 2015
We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds. From 2012 until 2014, the MSCI All Country World Index annually rose by an average of 14.1%. percentage points from July 24, 2012, until Jan.
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