Maximize your philanthropic goals
- Keep us thriving with your planned gift
- Take advantage of numerous tax and financial benefits
- Leave a legacy to be remembered by future generations
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We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.