Gift Options
What to Give
Find out what to give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. More |
How to Give
Learn how to give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.More |
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Personal Planner
Most families purchase their largest personal residence in their mid-forties. Families with children often need the...Read More |
Washington News
On the final weekend before taxes are due, the Internal Revenue Service (IRS) published two letters that caution taxpayers about the risks of tax advice found on social media and tax returns created...Read More |
Savvy Living
We have been looking forward to traveling, but my spouse has a heart condition and back problems. What tips can you...Read More |
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