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Legacy Planning

What exactly is “Legacy Planning?” Well, let’s talk about it! The assets you leave to your loved ones can either be a source of relief or, sometimes, a source of panic if they don’t know how to manage those assets. Unless properly prepared, your...

Tips for Charitable Giving

Want some tips for charitable giving? According to a recent Forbes article, Americans donated more than $316 billion to charity last year – and most of that came from individuals.  Holidays are a traditional time of giving, and not just because we like to get in those...