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March 2018

So Where Are Your Most Important Estate-Planning Documents?
For most of us, encountering one of life's milestones prompts us to prepare a will—and we finally go through the process of assigning assets to our loved ones and charitable beneficiaries.


Previous Articles
Six Steps to Getting Your Estate Plan in Order in the New Year
Booming Stock Market Creates Charitable Giving Opportunities
Take Advantage of the IRA Charitable Rollover for This Tax Year
Five Ways to Make a Charitable Gift with Retirement Funds
Three Tips on Timing Your Year-End Charitable Gift
Your Charitable Giving Can Continue Indefinitely
You Think You Don’t Need a Will? Here Are Six Reasons Why You Do—Including Charity
A Charitable Solution for Low Return on Your Investments
IRA Rollover Can Reduce Tax on Social Security Benefits
Using Appreciated Stock to Fund Charitable Gifts Can Be a Good Move—Even if You Are Bullish on a Stock’s Future
How Much of a Deduction Will Your Charitable Gift Generate? You Choose!
A Charitable Solution to an Unwelcome Surprise
Double Duty: A Gift to Charity and to Family
Six Ways to Transfer Assets
Your Gift Can Teach Philanthropy to Your Children While Maintaining Their Inheritance
You Can Make a Gift to Charity and Recover Your Capital
You Have Charitable Options for Your Required Retirement-Plan Distributions

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