1. How to Use Gift Planning in an Estate Plan

    How to Use Gift Planning in an Estate Plan

    Gift planning can be a key element in an estate plan. Done properly, an estate plan – including gift planning – ensures that ;your assets are given to the people and organizations you care about and also minimizes the impact of taxes and other costs on your estate. Here’s an overview of the essentials of planned giving. " data-reactid="20">Gift planning can be a key element in an estate plan.

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