Charitable Planning Estate Planning Sales 
Nerd's Eye View
JANUARY 22, 2024
selling and trading) or on sales-oriented advice that centered on implementing insurance products. In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g.,
Brown Advisory
APRIL 1, 2020
These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. Sales of assets (i.e. CHARITABLE PLANNING Charitable Giving. tax code that are not permanent.
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Brown Advisory
APRIL 1, 2020
These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. Sales of assets (i.e. CHARITABLE PLANNING. Charitable Giving. tax code that are not permanent.
Brown Advisory
JUNE 16, 2016
The rules for annual exclusion gifts let you gift up to $14,000 each year to an unlimited number of beneficiaries without gift tax liability and without chipping away at your estate tax exemption. These gifts should therefore be a cornerstone of your estate plan if your estate exceeds the applicable estate tax exemption (currently $5.45
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