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September 2023
70½ or Older? Use Your IRA Funds for Tax-Advantaged Giving
Charitable giving with retirement funds offers many tax advantages. Read more to learn about the benefits of annual and planned giving using IRA distributions.

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August Is National Make-A-Will Month—Is It Time to Create or Update Your Will?

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It’s Time to Plant Your Garden … And Your Estate!

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The Importance of a Plan B: Alternative Gift Options to Ensure Your Goals Are Met

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