Planned Giving

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Monday January 22, 2018

California Mudslide Relief
Washington News
At 3:30 AM on January 9, an intense rainstorm dropped ½ inch of rain in five minutes just east of Santa Barbara, California. The hillsides north of Montecito had been cleared of most brush and...
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'Give It Twice' Trust
Personal Planner
A very popular option for a parent with children is called the "Give It Twice" trust. This is a trust funded when the...
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Financial Tips for Retiring Abroad
Savvy Living
What are some financial factors to consider when retiring abroad? My husband and I will be retiring in a few years and...
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