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201: Estate Planning Misses: What Happens When Your Custodial or 529 Account Has No Successor

9 months ago
  • California Estate Planning
  • Charitable Giving
  • Estate Planning
  • Estate Taxes
  • Gifting
  • Legacy Giving
  • Legacy Planning
  • Tax Planning

Three Charitable Gifting Strategies to Consider to Reduce Estate Taxes (and Do a Lot of Good Along the Way)

When it comes to estate planning, most people focus on how to ensure their loved…

1 year ago

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