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Don’t Forget the “Why”

Don’t Forget the “Why”

Anyone who’s attended an estate-planning conference or read print or online media recently can’t escape the trend: Charitable planning is a hot-button issue. The specific topic may be the convenience of a donor-advised fund, the benefits to a family of establishing a private foundation (PF), the tax wisdom of donating appreciated property, the economic


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TAGS: Philanthropy
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