Donor-Advised Fund (DAF)
Check out this tax-efficient vehicle for those interested in philanthropy. For better viewability, check out this pdf.
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Irrevocable Life Insurance Trust (ILIT)
Learn about this estate planning strategy! For better viewability, check out this pdf.
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Spousal Lifetime Access Trust (SLAT)
Learn about this tax-efficient vehicle for married couples! For better viewability, check out this pdf.
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