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  • Support a cause that's important to you with a planned gift
  • Put your assets to work with our tax-efficient charitable strategies
  • Take advantage of the many tax benefits of making a gift
Planned Giving

Tuesday May 17, 2022

News

Gift Tax Surprise
Personal Planner
Bill: "Every year I pay income tax. And when I pass away my estate will owe...
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Protect Yourself From Fires and Hurricanes This Summer
Washington News
On May 5, 2022, the Internal Revenue Service published a brief guide on...
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Alzheimer's Treatments Covered by Medicare
Savvy Living
What exactly does Medicare cover when it comes to Alzheimer's disease? My...
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