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
Retirement Planning – Vance on CNBC.com: If You’re Nearing Retirement, Be Sure You’re Managing This Big Risk
If the stock market’s volatility is worrying you because you’re edging closer to retirement, it may be time to reevaluate your portfolio.
Vance in Wealth Management Magazine: Financial Advisors Reveal Their Credit Card Hacks
There are endless rewards to using credit cards strategically. Carrying a balance negates them all. That’s the subheading of the Wealth Management Magazine article. An excerpt: As a frequent traveler, I combine my loyalty to Southwest Airlines with the Southwest Rapid...
Hope Springs Eternal
As 2022 gets underway, it’s a great time to regroup, focus on what (and who) truly matters in life, and let hope spring eternal. In traditional New Year spirit, the firm is looking forward to bringing value in new ways to our clients, referral partners, and friends. Here are just a few, with more to follow throughout the year.
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.
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