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 donors maximize impact via their estate planning.” – Vance Barse
PFs
“Family foundations are often best for donations of $1 million or more when the family serves as the primary research and/or charitable board.”
DAFs
“Donors receive a deduction of up to 30% of AGI by donating highly appreciated non-qualified assets and a deduction of up to 60% of AGI for donating cash.”
QCDs
“Typically, QCDs are considered by taxpayers who must take their required minimum distributions (RMDs) and have charitable intent.”
CRTs
“A CRT pays an income interest to an individual (or individuals) for a term of years or lifetime, with the remainder of the assets passing to a charity.”
CLTs
“A CLT offers an estate tax freeze and comes in two flavors: reversionary (grantor lead) and non- reversionary trusts.”
CGAs
“A CGA is established with a charity, such as the Red Cross, whereby the donor makes a charitable donation in exchange for a lifetime annuity.”
Mastering Financial Planning: Key Insights from Vance Barse
The Value of Financial Planning Advice
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, outlines why he transitioned from his former career of consulting financial advisors to becoming one: to fill in the planning gaps that he often saw. Want more key insights into...
Filling in the Gaps Through Advanced Planning
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, outlines how to fill in the planning gaps that many investors don't know exist in their estate. Want more key insights into what the public should know about financial advisors?...
What is Fiduciary Financial Planning?
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, introduces the value proposition of true fiduciary financial planning. A fiduciary is morally, ethically, and legally required to do what is in the best interest of the client....
Vance Barse
Vance Barse is a renowned financial planner with over a decade of experience in the industry. He is dedicated to helping individuals and families achieve financial security through personalized strategies and expert advice. Vance is a frequent speaker at industry conferences and has contributed to numerous publications, sharing his deep knowledge and innovative approaches to financial planning.
Stay Informed with Our Financial Insights
Subscribe to our newsletter for the latest updates and expert advice on financial planning. Stay ahead with insights that matter.