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Individuals & Families

529 Savings Plans

529 Savings Plans

What is a Qualified Higher Educational Expense?
Tuition, Mandatory Fees, Room and Board (rent and food), Books, Supplies and Equipment required for enrollment, Computers, Computer Equipment, Internet Services and Software required for enrollment

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Qualified Charitable Distributions

Qualified Charitable Distributions

For individuals and families with strong charitable inclinations, donor-advised funds (“DAFs”) may provide many of the same grant-making and tax benefits of a private foundation, but without the operating expenses and administrative burden of creating and running a private foundation.

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Estate Planning

Estate Planning

Comprehensive estate planning provides many meaningful benefits for you during your lifetime and organizes the disposition of your assets in an orderly manner after your death.
We can help get you started by answering questions you may have about the basic components of a comprehensive estate plan.

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Comprehensive Wealth Management

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. Allowing you to focus on what matters.

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
Global vs. International: What’s The Difference?

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

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