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Charitable Giving

Giving money to charitable organizations can help you support causes you care about and also provide you with tax breaks. With planning, you can determine which giving strategy may provide the greatest financial benefits for both you and the charity.

Estate Planning: Thinking Beyond Your Immediate Family to Your Chosen Family, Interests & Pets

Estate planning can feel overwhelming, especially if we’re planning how to care for those beyond our immediate family. We have the family that we are born into, but many of us also have chosen family. We may have causes that are near to our heart, as well. Take the time to financially plan for who and what matters most to you by considering these five helpful tips.

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