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Estate Planning

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Philanthropy and Finance: Understanding Charitable Giving as a Wealth Management Strategy

Charitable giving is a topic that’s commonly covered in financial planning. Find out how to understand it as both a fulfilling, generous action and a tax-efficient wealth management strategy.  Charitable giving is a key component of wealth management for lots of people. Beyond its role in securing tax benefits, philanthropy is a long-term commitment that can align with personal values – individually or as a family, sometimes for multiple generations.  In this...

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A happy older couple sits on a couch outdoors and talks about estate planning

Securing Your Legacy: Key Considerations for Estate Planning

Discover the importance of estate planning, unravel its key components, and learn strategies for smooth wealth transfer and tax optimization. Many people think that estate planning is only for the wealthy, but that's simply not true. Everyone should have an estate plan, regardless of their age, wealth, or marital status. Think of it like drawing a roadmap for your future. It helps you ensure that your wishes and loved ones are...

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