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Charitable Planning & Charitable Trusts

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Charitable planning can provide multiple benefits, including personal satisfaction and tax advantages. Charitable planning can assist in the transfer of your business to the next generation or others, and in lowering the taxes on the sale of appreciated assets. We assist our clients in creating charitable components to their estate or business succession plans that help them fund their favorite causes, and take advantage of available tax benefits.  Read More

 
 
 
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