Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.