We break down the four basic steps that you should know when starting the process of building your estate plan.
Tag: Planned Giving
Raymond Chavez and Rupert Keesler: A Legacy of Love and Humility
What You Should Know About Discretionary Planned Giving
What Type of Planned Gift is Right for You?
April Roundup for Professional Advisors
Strategic Giving Nourishes the Soul
Giving Thanks by Giving Back
Have You Considered These 5 Assets In Your Planned Giving?
Legacy Leaguers Honor Local Historian and Philanthropist Philip Klauber
How to Reduce Your Tax Liability and Make a Difference
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