Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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Have you or a loved one ever had a major health scare? One that rocked your world for a few days (and sleepless nights) until you learned it was not as serious as you feared and that life would return to normal with the right care.
Reduce your tax liability in retirement.
Is your estate in order? This short quiz may help you assess your overall strategy.