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.

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

Million Dollar Round Table (MDRT)

JULY 21, 2022

Help her focus on immediate needs, pay bills, monitor cash flow and review her investment portfolio. This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning.

Charitable Planning 97

Charitable Planning Estate Planning Retirement Planning Tax Planning 97

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.

Wealth Management 52

Wealth Management Taxes Charitable Planning Estate Planning 52

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.

Taxes 40

Taxes Estate Planning Financial Services Planning 40

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. FINANCIAL PLANNING Home Refinance. CHARITABLE PLANNING Charitable Giving. tax code that are not permanent. Sales of assets (i.e.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets. Our conversations with clients usually cover topics that range beyond investment and financial affairs. FINANCIAL PLANNING. CHARITABLE PLANNING. Charitable Giving. Past performance is not a guarantee of future performance and you may not get back the amount invested.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

JUNE 16, 2016

We reviewed long-term plans and helped clients decide whether the timing of larger transfers made sense given their circumstances—tax benefits from transfers should always be viewed in the context of each client’s near-term and long-term investment goals for their family or business. Planning Tool: GRAT. Clear the Hurdle.

Planning 52

Planning Taxes Assets Clients 52