by Katelyn Ansari | Apr 16, 2026 | Certified Private Wealth Advisor®, Charitable Planning
As Featured In: Trust & Estates Magazine Tax-Smart Charitable Planning Strategies That Marry Passion and Purpose “With the stock market hovering at an all-time high, there’s never been a better time to evaluate which charitable planning strategies can help...
by Katelyn Ansari | Oct 13, 2025 | Charitable Planning, Estate Planning, Financial Literacy, News, Portfolio Management, Wealth Management
It’s the season of giving, and high-net-worth estates can benefit from tax-efficient charitable planning to make donations count for this tax year. With the holiday season rapidly approaching, year-end charitable donations have entered the conversation. You...
by Vance Barse | Aug 1, 2022 | Blog, Charitable Planning, Financial Planning, Tax
Download this PDF By Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary ® Vance Barse is the founder of Your Dedicated Fiduciary®, which serves as financial consultant and trusted advisor to roughly 50 families coast-to-coast and...
