Estate Planning Government Strategic Planning 
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. We are working to help you take those steps forward. tax code that are not permanent.
Brown Advisory
APRIL 1, 2020
Strategic Planning in Volatile Markets. 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.
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Brown Advisory
NOVEMBER 1, 2019
Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency. It is important to evaluate near- and long- term planning options annually—each year can bring different opportunities.
Harness Wealth
APRIL 17, 2025
The calculation becomes increasingly complex for higher-income taxpayers , as it introduces factors such as W-2 wages paid to employees, the unadjusted basis of qualified property, and retirement plan contributions. These variables can significantly impact the final deduction amount, necessitating strategic planning to optimize this benefit.
Brown Advisory
OCTOBER 12, 2023
Updating the Estate Plan: The prenuptial agreement also addresses each spouse’s disposition of assets on death and sets the “floor” of what each spouse must leave the other. Determining Jurisdiction: Prenuptial agreements address which state law will govern in the event of the couple’s divorce.
Brown Advisory
NOVEMBER 19, 2020
A helpful tool in organizing these family discussions is the development of a family mission statement and strategic plan that start with the purpose of preserving and growing their family capital. Revisit estate planning and charitable structures. Do these documents fully incorporate the client’s charitable intentions?
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