Estate and Planned Giving

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Planning with a Serious Illness
Personal Planner
Planning with a Serious Illness
If at some point in life you have a serious illness, there are a number of planning options that...
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IRS Warns of
Washington News
IRS Warns of "Dirty Dozen" Tax Scams - Part III
In IR–2020–160, the Internal Revenue Service announced the annual "Dirty...
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Stretching Tips to Help Gain Flexibility and Reduce Pain
Savvy Living
Stretching Tips to Help Gain Flexibility and Reduce Pain
Can you offer some good stretching tips for those who are staying home during the pandemic? I have...
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Planned Giving

What to Give
Find out what type of assets make the best planned gifts. Learn about gifts of cash, securities and property.
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How to Give
Learn how to make a gift that provides tax benefits and even life income.
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Plan Your Will
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
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