Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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Put It in a Letter

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A letter of instruction provides additional and more personal information regarding your estate.

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Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Lifetime of Earnings

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Estimate how much you have the potential to earn during your working years.

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