Through our personalized estate planning approach, we help nonprofits strengthen their relationships with supporters. We give individuals and families an opportunity to clarify their values and reduce uncertainty, freeing them to make a lasting impact on their family, community and the world
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Planned Giving creates benefits for donors that includes tax efficient asset gifting strategies and legacy gifts while enhancing stewardship. Planned Giving services include:
Business owners work so hard to create their dream and are often surprised by the tax consequence of the sale. There are many tax advantaged strategies for selling a business including:
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