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Ages 55-69

 Here are practical, simple tips on getting your plans in order to protect your family and support your favorite causes.

Planning for Your Family
Planning for Your Family

The goal of estate planning is to provide peace of mind and financial support for yourself and your loved ones. Find out how to put your family first by selecting an article below.
Helping Others

Helping Others

After your family is taken care of, you can plan a gift to support our mission that may extend your legacy beyond your lifetime, protect your heirs and reduce your taxes.

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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.

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