Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Charitable Lead Trusts

Tax-savvy gifting that also serves to pass wealth to future generations.


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Charitable Remainder Trusts

Tax-savvy gifting that also creates diversification and a long-term income stream.


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A Guide to Wiser Giving

October 7, 2014 -

Strategies for maximizing your charitable contributions


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Giving Stock to Another Person

May 1, 2014 -

What you need to know before giving assets for tax and estate planning purposes


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Making Annual $14,000 Gifts

December 1, 2013 -

Everything you need to know about the simplest estate planning tool around


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Estate Planning Tax Strategies

Eliminate or minimize estate taxes


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