Forbes Best-In-State Wealth advisor Cary Stamp, CFP®, introduces the concept of multigenerational family philanthropy, outlining the profound benefits of including teen and adult children in philanthropic discussions. VIDEO TRANSCRIPT: Hi, I’m Cary Stamp, I’m a Certified Financial Planner and I’m a Chartered Advisor in Philanthropy, and I’d like to talk today about how you can…
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Cary Stamp, Forbes Best-In-State wealth advisor, presents a sophisticated estate planning strategy that produces income for the grantor while tax-efficiently turbocharging gifts to children and other family members. It’s called the Grantor Retained Annuity Trust (GRAT). VIDEO TRANSCRIPT: I’m Cary Stamp, I’m a Certified Financial Planner and an Accredited Estate Planner with Cary Stamp and…
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Forbes Best-In-State wealth advisor Cary Stamp thinks it’s time for you to learn about a sophisticated and little-known estate planning strategy called the Qualified Personal Residence Trust (QPRT). There aren’t many reasons to literally give your house away — in fact this may be the only one! VIDEO TRANSCRIPT: Hi, I’m Cary Stamp, I’m a…
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Cary Stamp, CFP® in Jupiter, FL describes the considerable tax and administrative benefits of using a Donor Advised Fund for charitable giving. Mr. Stamp is a Forbes Best-In-State wealth advisor. VIDEO TRANSCRIPT: I’m Certified Financial Planner, Cary Stamp. I’m also a Chartered Advisor in Philanthropy, and over the last three years, we’ve helped our clients’…
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