Client Second Brain
Search a household, then ask natural-language questions grounded in their data and notes.
- •Preserve capital
- •Fund grandchildren education
- •Charitable giving
- Joint Taxable$4.20M
- IRA$2.90M
- Trust$1.35M
Ask the Second Brain about Whitaker Family
Recent Notes
18 of 18- EmailMay 1, 2026·Eleanor Whitaker
Marcus — please confirm the 529 contributions for the grandchildren are scheduled for June. Also, I'd like to increase the DAF contribution by $50K this year.
- MeetingApr 30, 2026·Marcus Chen
Q1 review with Eleanor and son Tom. Discussed RMD strategy and noted Eleanor's concern about market volatility heading into year-end. Reviewed donor-advised fund (DAF) balance — currently $185K. Tom asked about Roth conversion math; deferred to follow-up.
- Planning issueApr 30, 2026·Marcus Chen
Open: Roth conversion analysis for Eleanor — likely beneficial given lower tax bracket post-spouse passing. Target completion before June.
- EmailApr 15, 2026·Tom Whitaker (son)
Following up on the trust review — when can we schedule with Linda? Mom seems anxious about it.
- Planning issueApr 2, 2026·Ops - Sarah K.
Beneficiary form for IRA still lists deceased spouse. URGENT — need to update before next distribution cycle. Compliance flagged.
- Planning issueMar 25, 2026·Compliance - Jordan E.
ADV disclosures up to date. Note: trust account documentation needs refreshed letter of authorization.
- Life eventMar 12, 2026·Marcus Chen
Eleanor mentioned her husband Robert passed away in February. Reviewing beneficiary updates across all accounts. Spousal IRA rollover required. Estate attorney is Linda Mehta.
- MeetingFeb 20, 2026·Priya Raman
Coordinated call with estate attorney Linda Mehta. Trust restatement underway. Insurance trust funded properly.
- Life eventFeb 8, 2026·Marcus Chen
Robert Whitaker passed away unexpectedly. Family deeply affected. All meetings paused for 30 days.
- MeetingFeb 6, 2026·Marcus Chen
Retirement income strategy. Bucket approach finalized; 3 years of cash + bond ladder built.
- MeetingJan 15, 2026·Marcus Chen
Discussed asset allocation drift — equity now 62% vs target 55%. Rebalancing scheduled for Q2.
- MeetingDec 18, 2025·Marcus Chen
Year-end planning. Harvested $42K in losses in joint taxable. Discussed gifting strategy — Eleanor wants to use annual exclusion fully for 4 grandchildren.
- EmailNov 1, 2025·Marcus Chen
Got the welcome packet, thanks! Two clarifications below.
- EmailOct 14, 2025·Eleanor Whitaker
Forwarding the CPA's note on the K-1 timing — want your read.
- Life eventSep 4, 2025·Marcus Chen
New grandchild — Olivia. Discussed adding to 529 plan rotation.
- Planning issueJul 31, 2025·Ops - Jamal O.
Open: Roth conversion analysis — projected favorable bracket window through year-end.
- MeetingApr 15, 2025·Marcus Chen
Estate attorney coordination call. Trust restatement underway; expected close in 60 days.
- Planning issueMar 11, 2025·Ops - Sarah K.
Open: trusted contact form missing. Sent request; awaiting return.