Zajac Group

MARCH 11, 2025

In addition to mitigating concentration risk and potentially deferring tax recognition, an exchange fund can also be a useful tool for estate planning. Just keep in mind that the value of the fund share does count toward your federal estate tax exemption limit, which currently is $13.99 million for 2025 and is adjusted annually.

Taxes 52

Taxes Portfolio Investing Investments 52

Brown Advisory

NOVEMBER 19, 2020

This may include outlining important values, philanthropic goals, next-generation education, wealth transfer planning, and sustainable and impact investing objectives. Revisit estate planning and charitable structures. A full year-end planning conversation would not be complete without a review of risk management plans.

Planning 52

Planning Taxes Clients Assets 52

Brown Advisory

DECEMBER 1, 2023

Now that some of those core conditions have changed, it may make sense to modify some plans accordingly, to maximize low-risk yield on investment portfolios, to explore strategic elections for corporate executives to enhance wealth accumulation plans and to consider intergenerational transfers in advance of pending tax law changes.

Planning 52

Planning Strategic Planning Taxes Clients 52