Planned Giving

Thursday December 5, 2024

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Wills - Perils of Probate
Personal Planner
"I am an heir of the decedent and here is his will." Potential Heir Business Owner passed away on April 5, 1976, with an estate of $2.5...
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Time to Prepare for Tax Filing
Washington News
Each year, the IRS publishes guidance to encourage taxpayers to prepare for the upcoming filing season. Each taxpayer should consider his or her...
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How to Make the Most of Your Doctor's Visit
Savvy Living
What is the best way to prepare for a doctor’s appointment? Studies have shown that patients who are able to provide important health...
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