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Create aLasting LegacyWith Your Gift

Let us help you tailor your charitable gift to your financial, tax or estate planning objectives
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Gift Planning

Sunday December 3, 2023

News

Personal Planner

Passing Unequal Shares in Your Will

Because children often look at their inheritance as a representation of...
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Washington News

Benefits From the Saver's Credit

In IR-2023-222, the Internal Revenue Service (IRS) reminded low-income and...
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Savvy Living

Enhance Retirement Savings with a Health Savings Account

I am interested in contributing to a health savings account to boost my...
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Finance News

La-Z-Boy Post Earning
Treasury Yields Drop
Mortgage Rates Continue to Fall

Gift Planning

Create aLasting LegacyWith Your Gift

Sunday December 3, 2023

News

Let us help you with your gift plans

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