The company assists clients and their estate planning attorneys in drafting documents and reviewing plans to ensure estates align with their wishes for beneficiaries and charities.
iCLATs provide annual payments to charities for a set period, offering immediate philanthropic benefits while reducing gift tax costs for heirs. Donors receive an upfront income tax deduction based on the annuity’s present value.
The page discusses how business owners often overlook estate planning, which can have severe consequences for their family and business if not managed properly.
A 2011 Zogby survey found that 92% of high-net-worth individuals expressed concerns about home invasions, muggings, kidnapping, and random street crimes.
Stuart Kruse developed the Kruse Quantitative Value Portfolio (QVP), which has outperformed the S&P 500 in approximately 80% of 90-day periods since its creation in 2005. He founded Kruse Asset Management in 2007 after refining the model at Bear Stearns.
John earned a Finance degree with minors in Economics and Decisions Sciences from Miami University of Ohio. He later became a member of the CFA Institute and the CFA Society of Chicago.
Founded in 2007, Kruse Asset Management was born from a formulation model, designed to outperform the typical results garnered within financial markets. Since its inception, the Kruse Quantitative Value Portfolio, or QVP, has outperformed the S&P 500 approximately 80 percent of all 90-day periods.
