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October 2022

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Estate Planning
Tax Planning
Alternatives for Year-End Giving

More efficient ways to donate to charity than simply writing a check.

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Estate Planning
Tax Planning
Staying Out of Probate

A wise use of trusts can keep your heirs from the hassle of probate court.

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Estate Planning
The Last Woman Standing

Prepare yourself now for the possibility of being a surviving spouse

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Investment Management
Focusing on What's Knowable

When the immediate future is unpredictable, it’s vital to invest for the long term.

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