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You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!
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Are you looking for a way to give and serve better? Would you like to simplify your annual and lifetime charitable giving? A donor advised fund (or DAF) might be a great solution for you.
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Let us help you with your gift plans.
