Communication Estate Planning Valuation 
Brown Advisory
DECEMBER 2, 2015
It also encompasses intended lifestyle, charitable giving, retirement and estate planning, and liabilities, including anticipated costs for health care. During times of market volatility, such long-term planning enables clients to shake off an impulse to sell. Ensuring Legacies Last. By Joe Ferlise, Strategic Advisor.
Brown Advisory
NOVEMBER 1, 2019
Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency. You can find our annual planning checklist at the end of this article. It is important to evaluate near- and long- term planning options annually—each year can bring different opportunities.
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Brown Advisory
DECEMBER 4, 2017
The outcome of the tax reform debate is likely to impact how we advise clients on tax planning, estate planning and a host of other topics. With the rise in asset valuation in recent years, we encourage clients to review asset protection plans. Since last year’s U.S.
Brown Advisory
NOVEMBER 12, 2015
Recharacterization: But what if you converted a traditional IRA to a Roth at a time when the assets were at peak valuation, and the value of the assets have since declined? We encourage you to speak with your team at Brown Advisory, who can help tailor your portfolio and your estate planning strategies to your particular circumstances. .
eMoney Advisor
NOVEMBER 10, 2022
That occasion marked an agreement with the IRS on a $156 million value on Prince’s real estate and recordings for the artist who died in April 2016—without a will. What can we learn from celebrity estate planning disasters like this? Such cautionary tales prove the value of proper planning. It turns out, plenty.
Ballast Advisors
SEPTEMBER 5, 2024
Navigating the complexities of estate planning can often feel like charting through uncharted waters, especially when it comes to handling assets, taxes, and ensuring one’s legacy is preserved according to their wishes. Techniques such as swapping assets with a higher basis out of the estate can help achieve this objective effectively.
Brown Advisory
SEPTEMBER 12, 2016
Proposed Tax Law Changes Prompt Estate Planning Review achen Mon, 09/12/2016 - 06:00 A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. They are intended for the sole use of the addressee.
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