Perhaps you would prefer to take a charitable deduction this year. Maybe you have higher income this year, or the reduced ability to take a deduction next year. A donor advised fund may make sense for … [Read More...]
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From the seminar I first attended to the signing of my trust, an excellent experience. The entire staff was friendly and professional. Questions were answered clearly. The entire process of estate planning was painless. I highly recommend the firm for anyone considering creating a trust. Client service was truly exceptional.