May 2024
Holiday – Memorial Day
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Find out more »Free Online Webinar: Best Strategies for Giving to Loved Ones and Charities
Making gifts is a basic part of all estate plans, but the options are not familiar to many of us. To help, we invite you to attend a free online webinar, 12-1pm, May 13th, to learn about effective strategies for gifts to loved ones and to charities that are important to you. The webinar will include suggestions for ways to give that are meaningful as well as tax efficient. Also included: strategies for making gifts during life and as part…
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