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Does Danger Lurk In Your Forms?
Imagine that someone wants to give you $100,000. They want to do it. You don’t have to ask, and you don’t have to lay out a sales pitch in a PowerPoint presentation. To get the money, you have one easy task. You get a simple, easy-to-find, fairly standard one-page form and have that person sign…
Read MoreIs Life Insurance Ever an Investment?
As advisors with many years of experience under our belts, we have seen numerous types of planning situations, investment ideas and life situations. We have shared and been part of all kinds of events like job changes, business starts and sales, births of children and grandchildren, divorces and marriages, the losses of family members, new…
Read MoreCharitable Gift Flexibility with Donor-Advised Funds
Community service organizations, educational institutions and religious affiliations depend on donations to achieve their missions.Many of us give to these groups because we believe in the work they do, the transformative experiences they deliver and their ability to alleviate problems not easily addressed, underfunded by or handled well by government. There are many different ways…
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