Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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With the current landscape creating changes—and challenges—for everything from our day-to-day routines like the way we shop for necessities to employment risks and realities, the need for self-care has never been more important.
Using smart management to get more of what you want and free up assets to invest.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.