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. Plan early, plan wisely, and prenuptial planning can help contribute to a happy marriage as well as a better outcome should that marriage come to an end.

Planning 52

Planning Estate Planning Strategic Planning Distribution 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 Strategic Planning Estate Planning Distribution 52

Brown Advisory

MAY 4, 2020

We did a close review of the college’s strategic plan and its capital campaign plan, to better understand goals and associated costs, and to assess the likelihood of the college achieving its fundraising targets. This has minimized the amount of administrative touchpoints for the client on a given day.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Brown Advisory

SEPTEMBER 4, 2019

challenge: STRATEGIC PLANNING/DEBT MANAGEMENT. . We did a close review of the college’s strategic plan and its capital campaign plan, to better understand goals and associated costs, and to assess the likelihood of the college achieving its fundraising targets. client: SMALL PRIVATE REGIONAL COLLEGE. BACKGROUND.

Nonprofit 52

Nonprofit Investing Investments Clients 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. Involving your children in family budgeting fosters financial literacy and open communication about money matters from an early age. Table of contents What is a family budget?

Budgeting 78

Budgeting Transportation Medical Insurance 78

Brown Advisory

NOVEMBER 1, 2019

Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency. It is important to evaluate near- and long- term planning options annually—each year can bring different opportunities.

Planning 52

Planning Taxes Clients Estate Planning 52

Brown Advisory

DECEMBER 1, 2023

This year, our letter will focus on some of our clients’ big-picture questions, such as: Have our priorities changed or shifted in ways that may alter our current strategic plans? We believe that readiness planning must start with good communication. pass on core principles?

Planning 52

Planning Strategic Planning Taxes Clients 52