.Trusts 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.pngTrusts Archives - Your Dedicated Fiduciary®3232Legacy Leaders Podcast Featuring Vance Barse: High-Net-Worth Planning Strategies
https://yourdedicatedfiduciary.com/legacy-leaders-podcast-featuring-vance-barse/
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 […]