Nerd's Eye View

JANUARY 22, 2024

For example, an advisor may think of "risk management" in terms of life and property insurance coverage, whereas HNW clients may instead think of tax and estate-planning strategies as asset protection measures – particularly for the future wealth of their heirs.

Financial Advisor 246

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 246

Ballast Advisors

SEPTEMBER 5, 2024

Strategic charitable planning can involve various forms of giving, each with distinct tax implications: Cash Donations : Direct contributions are straightforward and offer immediate tax deductions up to 60% of your adjusted gross income (AGI). Broadridge Investor Communication Solutions, Inc.

Wealth Management 52

Wealth Management Taxes Charitable Planning Estate Planning 52

Brown Advisory

JUNE 16, 2016

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. But in 2016, there are no such policy reasons driving us to action in advance of a specific planning deadline. If there were, we might recommend bigger steps, as we have in the past.

Planning 52

Planning Taxes Assets Clients 52