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
An Advisor’s Guide to Client Misconceptions
Financial Advisors’ confidence level of financial literacy and planning is different from that of their clients. Because of this, it may be a struggle getting on the same page at the beginning of any financial wealth management services. Vance Barse, Founder of Your Dedicated Fiduciary®, starts with an understanding of what their foundational financial literacy is.
Advisors Roll with the Fed’s Well-Telegraphed Monetary Policy Move
The Federal Reserve’s rate hike continues to target core inflation. Advisors’ moves can separate the knowledgeable from the reactive ones.
7 Luxury Stocks Wealthy Investors Love—Even in a Downturn
Ultrahigh-net-worth investors stick to luxury stocks of brands they use consistently. Barse comments on luxury stocks that wealthy investors love even in a downturn
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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