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Coffee cup, notebook, and laptop on a desk

Planning for 2025 and beyond: Tax changes you should know about
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Woman standing in art gallery.

The benefits of an intentional giving strategy
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A group of horses in a field.

Unusual assets and your estate plan: Who gets the horses?
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Financial advisor meeting with a senior couple.

Tax planning and charitable giving: What to consider now
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Mother sharing information with two daughters

The money talk: Should I tell them how much we’re worth?
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Woman seated on the floor with a gift box in hand and a laptop.

How to help protect your assets from fraud over the holidays
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Woman walks down trail in the morning.

What beneficiaries should know about their Inherited IRA
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Students in a classroom.

Donor-advised funds: A flexible tool for your philanthropic strategy
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Multigenerational family seated at a table under a gazebo

Four financial documents to review when your family grows
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Mature couple with financial advisor at home.

Year-end questions to ask, changes to watch, strategies to consider
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A man addressing a team of people in a meeting

What to know before joining a board
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Multigenerational family women taking pictures of their pottery artwork with smartphone.

Should a 529 plan be a part of your gifting strategy?
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