“Coffee with Katie” was born from a desire to change the conversation and make the topic of finance more inviting and palatable for women. In-person sessions and video recaps are hosted by Kathryn M. Brown, CFP®, ChFC®, Principal and Co-Founder of Morton Brown Family Wealth.
Estate Planning Series (Part 4): Charitable Giving
In this fourth and final episode, Katie Brown discusses charitable giving. She focuses on lifetime giving and giving after your passing including making gifts through an IRA account, gifting appreciated stock, giving through a donor advised fund, and naming a charity as a beneficiary. She also reviews two types of charitable trusts: Charitable Lead Trusts and Charitable Remainder trusts.
FREE DOWNLOAD: Charitable Giving - https://www.mortonbrownfw.com/charitable-giving-resource/Show More
FREE DOWNLOAD: Charitable Giving - https://www.mortonbrownfw.com/charitable-giving-resource/Show More
Estate Planning Series (Part 4): Charitable Giving
In this fourth and final episode, Katie Brown discusses charitable giving. She focuses on lifetime giving and giving after your passing including [...]
Estate Planning Series (Part 3): Family Giving
In this third installment of the Coffee with Katie Estate Planning Series, Katie Brown discusses gifting within your family. She reviews how to [...]
Estate Planning Series (Part 2): Trust Structures
Katie Brown continues her Coffee with Katie Estate Planning Series with a discussion on the two main types of Trust structures. She describes the [...]
Estate Planning Series: Key Documents
Grab your favorite cup of joe and settle in for this multi-part Coffee with Katie series on estate planning. In this first episode, Katie reviews [...]
Coffee with Katie: Encouraging Financial Independence
Deciding when and how to encourage young adult children to "leave the nest" (either physically or financially) can be difficult. Especially when [...]
Sudden Wealth and Unexpected Changes
Unexpected changes in your wealth status can feel overwhelming. Whether through inheritance, divorce, sale of a business, or other means, the [...]
Coffee with Katie: Thriving at Home
In this latest recap, Katie discusses how we can thrive at home while under quarantine. She provides important considerations for cybersecurity [...]
Coffee with Katie Extra Shot: Coronavirus
Many are worried about their financial situations as coronavirus (COVID-19) pandemic continues. Katie provides this "Extra Shot" for those [...]
Financial Spring Cleaning
Since we are all home for the time being, it is a great opportunity to delve into spring cleaning. While we get our houses, yards, and schedules [...]
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