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Estate Planning Guide

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Guide to Gift Planning

Learn about ways to leave assets to charity that provides you and loved ones with current and future benefits.

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Professional Advisor Resources

The tax benefits described on this website are applicable only to U.S. taxpayers subject to U.S. tax laws.

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.

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