Remove 2012 Remove Estate Planning Remove Taxes
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Transcript: Lisa Shalett, CIO Morgan Stanley

The Big Picture

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.

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Tax Court Rules $2 Million Bequest to Spouse Isn’t QTIP

Wealth Management

Seiken , Partner and Strategic Advisor June 11, 2025 6 Min Read In Estate of Martin W. Seiken , Partner and Strategic Advisor June 11, 2025 6 Min Read In Estate of Martin W. Martin had created a revocable trust on March 8, 2012, and executed a second amendment to such trust on July 30, 2018. Commissioner, T.C.

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Strategic Advisory Letter | 2015 Year-End Planning Checklist

Brown Advisory

Strategic Advisory Letter | 2015 Year-End Planning Checklist. 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. Thu, 11/12/2015 - 11:10.

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Dream or Opportunity?

Brown Advisory

It is offering tax incentives for purchasing private insurance and tax deferrals for annuity products and corporate pension plans. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy.

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Financial Advisor Showcase: FSC Wealth Advisors

FMG

So I chose to join the family business as an advisor in 2012 and continued on until becoming president and CEO in 2021. We’ve made several changes to our business since 2021, going from being a traditional investment advisor to becoming a holistic financial planner with a focus on tax planning, investments, and estate planning.

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Rude Awakening

Brown Advisory

As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. Investors had snapped up Puerto Rican debt because of high yields and exemption from federal, state and local taxes in the U.S. Such protection can be a cornerstone for sound estate planning.

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Off the Beaten Trail

Brown Advisory

From 2012 until 2014, the MSCI All Country World Index annually rose by an average of 14.1%. Today, we believe that high-yield bonds provide a compelling option for investors in a low tax bracket or with the ability to invest through a tax-advantaged structure like an IRA. percentage points from July 24, 2012, until Jan.

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