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Some feel a philanthropic tug on their heartstrings from time to time, while others make charitable donations an integral part of their financial plan. Whether you fall into one category […]

If you’ve ever experienced the process of building a custom home, you know that there are seemingly endless options for how you can finish your ceilings, trim your walls, and […]

Gifting is a well-known strategy for passing the legacy of your wealth to the individuals and nonprofit organizations close to your heart. But there are a number of different factors […]

Estate planning is no small feat; in fact, for most individuals, it’s an ongoing process. Even with the guidance of a team of financial and tax advisors, estate planning experts, […]