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Brown Wealth Strategies, Inc.
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George P. Brown CLU, ChFC, CPhD
Brown Wealth Strategies, Inc.
P. O. Box 605
190 Bethlehem Pike, Ste One
Colmar, PA 18915
advisor@pobox.com
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Service Objectives
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- Federal Gift & Estate Tax Reduction
- Reducing Exposure to Income Taxes
- Protection From Frivoulous Litigation
- Protect From Estate Expense and Delay
- Maintain Control over Person and Affairs
- Assure Current Lifestyle
- Tax-free Conversion of Appreciated Assets
- Protect Retirement Plan Money from Tax Confiscation
- Pass Values and Responsibility to Family
- Maintain Value of the Family Business
- Establish Professional Asset Management
- Achieve Your Philanthropic Objectives
- Maintain Privacy of Your Affairs
- Refine Your Outside Board Effectiveness
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Products and Services
Products and Services Utilized:
- Insurance Trusts
- Charitable Trusts
- Family Limited Partnerships
- Asset Protection Trusts
- Limited Liability Corporations
- Public/Private Foundations
- Educations Trusts
- Charitable Gift Annuities
- Charitable Remainder Trusts
- Pooled Income Funds
- Charitable Lead Trusts
- ESOP's
- Revocable Living Trusts
- Offshore Private Interest Foundations
- Domestic Hedge Funds
- Conventional Stock and Mutual Fund Portfolios
- Conventional Asset Management Firms
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