Estate planning can entail difficult choices, but once your plan is in place, it provides a sense of relief and peace of mind. You’ll know that you have done your best to plan and provide for yourself and for loved ones, as well as for the causes you’ve cared about during your lifetime.
It’s really never too early – or too late – to do retirement planning. With this in mind, Brown offers the following list of basic points to consider.
A gift plan can provide you substantial tax benefits, especially when you give stock or real estate. Depending on your situation, you may save income taxes, capital gains taxes, probate expenses, and estate taxes.
Q: I included Brown in my estate planning. Now what?
As part of a pilot program for fiscal years 2022–2024, planned gifts with a Brown Annual Fund designation or to a Brown Annual Fund endowment will be included in Class Gift to the Brown Annual Fund for individuals including and after the 20th Reunion.