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Before the end of the year, learn how you may be able to make an even greater impact by incorporating your charitable giving into your strategic wealth plan. Contact me today to discuss.
It’s time to wrap up and pin down all the milestones you achieved this year. Keep your WealthPlan on track for the new year. Contact me for help.
Did you know each gift of up to $17,000 is excluded from gift taxes? This is a great way to help a relative with medical bills or gift your child or grandchild money that they can use to fund their IRA ($6,500 per year).