Harness Wealth
AUGUST 6, 2025
This limits casual or one-off giving from qualifying and encourages more deliberate, charitable planning. The bill’s most dramatic element for high-net-worth clients, perhaps, is its increase in the estate tax exemption to $15 million. With inflation adjustments built in, this completely transforms estate planning.
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.
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Million Dollar Round Table (MDRT)
JULY 21, 2022
This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning. Discuss more advanced estate planning, charitable planning and special family issues.
Ballast Advisors
SEPTEMBER 5, 2024
Financial and Tax Benefits of Charitable Giving From a financial perspective, charitable giving offers significant tax benefits. Charitable Trusts: Setting up charitable remainder trusts (CRTs) or charitable lead trusts (CLTs) can provide income streams for you or your beneficiaries while eventually benefiting your chosen charities.
Robert B. Ritter Jr.
JANUARY 31, 2022
estate planning has escaped the tax bombs Democrats wanted to drop. With Joe Biden’s Build Back Better (BBB) collapsed, it’s back to rational planning concepts, like the intentionally defective […]. It looks like U.S.
Brown Advisory
APRIL 1, 2020
These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. CHARITABLE PLANNING Charitable Giving. tax code that are not permanent. Sales of assets (i.e.
Brown Advisory
APRIL 1, 2020
These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. CHARITABLE PLANNING. Charitable Giving. tax code that are not permanent. Sales of assets (i.e.
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