Wealth Management

JUNE 11, 2025

Martin had created a revocable trust on March 8, 2012, and executed a second amendment to such trust on July 30, 2018. But the court allowed the marital deduction for a bequest intended to create a separate trust. Trusts Created Martin Griffin died on July 9, 2019, survived by his spouse, Maria Creel. Terms of Contributions.

Taxes 153

Taxes Wealth Management Estate Planning Distribution 153

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.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

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.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

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.

Estate Planning 52

Estate Planning Assets Distribution Taxes 52

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.

Planning 52

Planning Taxes Assets Clients 52

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.

Taxes 52

Taxes Assets Estate Planning Communication 52

Sara Grillo

APRIL 10, 2023

Joshua Gonzalez As a Financial Adviser, Josh provides a wide range of personalized, comprehensive financial planning services to his clients, including retirement planning, investment advice, and estate planning. He graduated from the George Washington University cum laude.

Investing 52

Investing Investments CFP License 52

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

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

APRIL 8, 2025

You’re there almost a decade, Lisa Shalett : So, and, and from 2012 to 2025, that’s a huge run. And then the next step up seems to be full on wealth management, where you’re dealing with philanthropy, generational wealth transfer, a lot of bells and whistles including estate planning tax.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

Brown Advisory

NOVEMBER 19, 2016

Over time, we seek to supplement that foundation with more significant actions based on timely opportunities, whether those opportunities are provided by changes in income and estate tax policies under the new administration, or other policy-driven or market-driven factors in the years to come. Gift and Estate Taxes.

Planning 52

Planning Taxes Distribution Clients 52