Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.