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In sum, there are a variety of planning opportunities (many of which are summarized below) that we can consider together as we think about your long-term plans. CHARITABLEPLANNINGCharitable Giving. Consider relying on those for current charitable giving, and revisit additional contributions later in the year.
In sum, there are a variety of planning opportunities (many of which are summarized below) that we can consider together as we think about your long-term plans. CHARITABLEPLANNING. Charitable Giving. Consider relying on those for current charitable giving, and revisit additional contributions later in the year.
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