Brown Advisory

OCTOBER 12, 2023

Updating the Estate Plan: The prenuptial agreement also addresses each spouse’s disposition of assets on death and sets the “floor” of what each spouse must leave the other. Developing these documents provides a process for reaching agreement on the family’s core values and creates a shared vision among all family members.

Planning 52

Planning Estate Planning Strategic Planning Clients 52

Brown Advisory

JULY 28, 2022

Estate Plan: The prenuptial agreement also addresses each spouse’s disposition of assets on death and sets the “floor” of what each spouse must leave the other. It’s important to understand—and communicate to your child—that wanting to protect their wealth isn’t only about money or completely cutting off the divorced spouse.

Planning 52

Planning Estate Planning Strategic Planning Distribution 52

Clever Girl Finance

SEPTEMBER 7, 2023

It’s not just a set of numbers, rather, it’s a strategic plan that empowers you to navigate the complexities of financial decisions. These documents provide a clear view of your income sources and expenses, and then offer essential pieces of the financial puzzle. Table of contents What is a family budget?

Budgeting 77

Budgeting Transportation Medical Insurance 77