Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.