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Many things can change from year to year. All of which can change your tax situation.

When you were deciding on when you were getting married, did financial reasons play a part?


Or have you though about getting your children involved in creating your living legacy by opening a Donor Advised Fund? Contributions are eligible for a tax deduction in the year they make a deposit, the money is invested and grows tax-deferred, and then distributions are made as the family decides.

Feel free to let us know what you think, we hope you enjoy! 

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Your Life, Your Legacy Newsletter – February 2019