About Hannah Depew

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So far Hannah Depew has created 5 blog entries.

Building a Lasting Legacy: 6 Ways for Affluent Families to Bullet-Proof their Estate Plan

By |2021-10-13T11:24:08-08:00October 14th, 2021|Wealth Management Resources|

Time to Read: 15 Minutes We live in a “golden age” for estate planning: high federal gifting limits, low interest rates, and no capital gains on inherited assets. However, this may change soon.    The generations-high gifting exemption ($11.7 million per person and $23.4 million per couple in 2021) will sunset at the end of 2025. And with the record-breaking COVID-19 stimulus, tax hikes have been proposed to lower

Medicare Made Easy: How High Earners Can Reduce the Hassle

By |2021-10-15T11:58:05-08:00October 13th, 2021|Uncategorized, Wealth Management Resources|

Time to Read: 16 Minutes Medicare can frustrate retirees trying to decode the “alphabet soup” of plan options. This decision is especially important for high earners who might have higher premiums. Thoughtful changes to your investments can help lower your monthly bill. We at Brown Wealth Management know how important it is to find

Excess SIPC Insurance: Are Your Investments Safe?

By |2021-10-13T10:59:47-08:00October 9th, 2021|Wealth Management Resources|

Time to Read: 8 Minutes As a high-net worth individual, you’ve worked hard, made smart investments, and followed a sound strategy to create a significant portfolio. But as we all know, making money is just one part of amassing wealth—keeping it is just as important.  Asset protection for affluent families is especially critical because it requires a

The Backdoor Roth IRA: A Strategy for Tax-Advantaged Savings for High Earners

By |2021-10-13T11:14:21-08:00October 5th, 2021|Wealth Management Resources|

Time to Read: 13 Minutes The backdoor Roth gives high earners access to a tax-free Roth IRA.  It can protect from rising taxes, give flexibility in retirement, and provide more for loved ones.  However, a backdoor Roth IRA isn’t right for everyone, and done incorrectly it can run up a hefty tax bill.  At Brown Wealth Management, we guide clients through every step from understanding their options to ensuring a smooth experience.   Before we

The Letter of Intent: An Estate Planning Must-Have to Care for Your Family

By |2021-10-13T11:52:29-08:00September 7th, 2021|Wealth Management Resources|

Time to Read: 9 Minutes At Brown Wealth Management we feel that nothing drives your financial goals more than your values. All the other pieces of your financial plan are in service to those values and your estate plan is the way you ensure that the care and protection you provide for your family continues. Legal structures