.Tax Planning Archives - Your Dedicated Fiduciary®Advanced Wealth Management StrategyTue, 20 Jun 2023 13:30:31 +0000en-US
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1 https://wordpress.org/?v=6.8.3https://yourdedicatedfiduciary.com/wp-content/uploads/2020/12/cropped-YourDedicatedLogo_YDF_OrangeWhite-32x32.pngTax Planning Archives - Your Dedicated Fiduciary®3232Legacy Leaders Podcast Featuring Vance Barse: High-Net-Worth Planning Strategies
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Mon, 12 Jun 2023 22:09:01 +0000https://yourdedicatedfiduciary.com/?p=2719Vance Barse joined Rod Hatley, wealth preservation attorney, to discuss advanced planning strategies for high-net-worth and ultra-high-net-worth profiles. These strategies help keep as much money in the estate as possible, reduce taxes, and prevent heirs from fighting over the estate. Vance and Rod also explore the value that high-net-worth investors can glean by having an […]
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Danielle DiMartino-Booth Interviews Vance Barse
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Sun, 01 May 2022 12:54:21 +0000https://yourdedicatedfiduciary.com/?p=1752Danielle DiMartino-Booth is one of the leading economic thought leaders in the nation. You may recognize her from one of her many weekly television appearances. In short, she’s a big deal in finance. Danielle invited economist Eric Basmajian and me to sit down with her in New York City on the eve of the last […]