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.,

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

Brown Advisory

APRIL 1, 2020

GRATs are an attractive planning vehicle in a low interest rate environment, and funding at low security valuations increases the likelihood of success of transferring wealth to family members without using gift tax exemption. Sales of assets (i.e. CHARITABLE PLANNING Charitable Giving.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

GRATs are an attractive planning vehicle in a low interest rate environment, and funding at low security valuations increases the likelihood of success of transferring wealth to family members without using gift tax exemption. Sales of assets (i.e. CHARITABLE PLANNING. Charitable Giving.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

JUNE 16, 2016

It also takes time to develop philanthropic plans, which may include donor-advised funds under a community foundation as well as various charitable trusts. The death of a grantor would obviously impact any plans to take advantage of annual exclusion gifts. Gifts or sales of family business interests. Conclusion.

Planning 52

Planning Taxes Assets Clients 52