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Sophisticated Ways to Give - and Save |
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Check with your CPA and/or financial advisor for individual tax benefits. Simply put, "giving" may make sense for you and save you money. Good tax and estate planning is essential to protect your wealth, regardless of whether you need it for income, to leave to your heirs, or to help your favorite charities. There are many ways to maximize savings through a well-planned investigation of giving options. Some give you a lifetime stream of income in exchange for your gift. Tax advantages may actually improve your financial situation if you make a gift.
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