Advisor News

• 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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