2012 Communication Estate Planning 
Brown Advisory
NOVEMBER 12, 2015
Gift and Estate Taxes. Since 2012, the $5 million lifetime gift and estate tax exclusion available to each taxpayer has been indexed for inflation. Gifting on a tax-free basis is an ideal option for reducing and possibly eliminating larger gift and estate taxes in the future. For 2015, the exclusion amount is $5.43
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. They are intended for the sole use of the addressee.
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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.
Brown Advisory
SEPTEMBER 3, 2015
Such protection can be a cornerstone for sound estate planning. A discretionary trust can provide a means of multigenerational estate planning by establishing how assets are passed on and reduce future generations’ potential estate-tax liability. Family limited partnership (FLP). Shielding Assets. Rude Awakening.
Brown Advisory
MARCH 1, 2016
Through her will, former first lady Jacqueline Kennedy Onassis left behind a sizeable inheritance for her children while incorporating an innovative estate planning tool aimed at meeting her philanthropic goals. families in 2012 held nearly $24 billion in CLTs, according to IRS data. The Waltons are not alone. million for 2016.
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.
Sara Grillo
MAY 8, 2023
He is also the Executive Editor of The Life Product Review since 2012. Prior to joining MetLife in 2013, Bobby was a consultant to life insurers, distributors and high-end agents. He is the third generation of his family to work in life insurance. Bobby is a regular keynote speaker at corporate and industry events. Transcript 0:00:00.6
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