
Advisor News
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Article of the Month: Charitable Gifts of Real Estate – Part I
Oct 6, 2020
For many donors, the most significant part of their net worth is real estate. Thus, gifts of real estate are a very common asset used for charitable gifts.
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Updating Estate Plans: Helping Your Clients Plan Their Legacy
Sep 17, 2020
The last several months have been concerning and unsettling for many. The challenges emerging from the COVID-19 crisis are broad and are impacting health, employment, education, religious practices and even…
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