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Estate Planning for Charitable Giving

| Andrew L. Otto

Multiple options exist for charitable giving when preparing your estate with the three most common options being donor advised funds, charitable trusts and private family foundations. Each option has advantages and disadvantages, so it is important to align your charitable giving with a holistic estate, financial and tax plan.


Benefits Counselor July 2017

A comprehensive summary of upcoming compliance deadlines and reminders, retirement plan developments and health and welfare plan developments for July 2017.