Brown Advisory

APRIL 1, 2020

We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals. GIFT AND ESTATE TAX PLANNING Outright Gifting.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals. GIFT AND ESTATE TAX PLANNING. CHARITABLE PLANNING.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

JUNE 16, 2016

Prompt action ensures the ability to take advantage of current conditions, allows time for assets to grow, gives you and your broad advisory team time to thoughtfully implement plans, and helps you better prepare for unforeseen events. Prepare for Unseen Events. Annual Planning Checklist. Creation of a private foundation.

Planning 52

Planning Taxes Assets Clients 52