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“Clients are understandably concerned about what will happen to their family member when they’re gone, and they may feel a sense of urgency to develop a plan so they can have peace of mind that their loved one will be cared for”. - Cathy Walker
Are you looking to make a charitable donation and wondering if there’s a smarter way to do it? Donating securities, such as stocks, bonds or mutual funds, might offer you significant tax advantages over donating cash.
Imagine you’ve built a thriving business with a partner. Years of hard work have paid off, but then the unexpected happens—your partner retires, becomes disabled, or passes away. What happens next?
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