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As tax planning season and end-of-year charitable giving begin, it’s a good time to consider the benefits of donor-advised funds. Charitable giving has many facets,
The charitable remainder trust (CRT) is a popular retirement- and estate-planning tool. It can be a convenient way to create a stream of lifetime income
As you’re finishing up your 2021 tax return, you may be thinking your tax work is done until next spring. But getting a jump-start on
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