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Estate planning involves determining how an individual’s assets will be preserved, managed, and distributed after death. It also takes into account the management of an individual’s properties and financial obligations in the event that they become incapacitated. If you are interested in learning more about your estate planning options we encourage you to reach out to an estate lawyer or your financial advisor.
This is general information we are happy to discuss further. We do however recommend you review your charitable gifting plans with your financial advisor, tax professional, and/or estate attorney, to best understand how a charitable gifting strategy could benefit you.
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