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The Simple Gifts

Usually easy to give and easy to receive. These are assets already in the possession of the donor and gifting them do not affect cashflow during lifetime.

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Life Income Gifts

These gifting vehicles return a steady stream of income to the donor and other beneficiaries.

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Gifts that Protect Assets

These gifts help maintain the benefits of owning an asset while making a gift.

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Trusts

Trusts assure that financial, familial and estate matters remain private. Trusts do not go through a probate process and are not subject to any kind of public review.

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