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What is Planned Giving?

What is Planned Giving?

Toward the end of the year and beginning of the New Year, you may think about your legal, financial, and tax planning. You may also consider giving to one or more charitable organizations. Combine these together and you have the…

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My Neighbor Says I Need an Annuity. Do I?

My Neighbor Says I Need an Annuity. Do I?

You’re not taking financial and legal counsel from your neighbor, are you? Perhaps he or she told you that you need to get an annuity. Do you even know what this is? If not, you could make one of the…

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My Neighbor Says Add My Child to my Asset

My Neighbor Says Add My Child to my Asset

We all have them…A well-meaning neighbor. Yours may have an interest in law. And thanks to popular “legal” television shows, he or she may attempt to give you advice based on fictional or so-called “real” cases. For example, if your…

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My Neighbor Says I need a Revocable Trust. Do I?

My Neighbor Says I need a Revocable Trust. Do I?

Are you taking legal advice from your neighbor? For example, Sally, your neighbor of 10 years, may be a novice legal eagle who thinks she knows the difference between a will and revocable living trust and tells you which document…

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