Many people think legacy planning happens after we’re gone, but what if you could see the joy, relief, excitement and gratitude your generosity brings right now? Lifetime gifting is a powerful way to support loved ones in their building years. A thoughtful giving plan is about finding the right balance between your needs and your desire to support others. Questions like, How much can I give without affecting my retirement? What’s the best way to gift tax efficiently? are common, and they’re wort
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