Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Why are they made again and again? Making sense of these errors in judgement.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.