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Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate financial and tax professionals is important.

Discussing your charitable intentions with a professional can lead to a much better result than doing it alone — and will ensure that your gift is used just as you wish and in accordance with federal and state laws.

Taking a moment to review the creative giving techniques mentioned in these planned giving pages will help start the process.

Act now to take the steps you need to be a good steward of the resources you intend to leave for loved ones. You can contact us below, or use our request for information form to get more information.