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
Vance in InvestmentNews: Flows into bond ETFs surpass those into equity ETFs for first time since 2009
“Given year-to-date performance in domestic equities, people are starting to modify their portfolios to be positioned more conservatively,” said Vance Barse, wealth strategist and founder of Your Dedicated Fiduciary.
Vance in InvestmentNews: Shifting to Value Stocks Just in the Nick of Time
“I’m seeing it and I have already allocated into it,” Vance Barse, wealth strategist and founder of Your Dedicated Fiduciary, said regarding the recent shift in momentum toward value.
“Historically, value has outperformed growth during recessions and bear markets,” he said. “The smart money may be aiming to capture the higher dividends offered by value equities while positioning portfolios a little more defensively.”
Vance in ThinkAdvisor: “Am I at Risk of Outliving My Money?” How to Face the Fear
When volatility spikes, the trade war escalates and domestic politics is at a fever pitch, I like to go to a calm place and review what’s important, namely the core planning principles to which we are adhering. With an advisor, clients don’t face their finances and fears alone.
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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