Your clients trust in you to create the perfect estate plan for their needs. You can trust in our charitable estate planning professionals to help you navigate the best giving options for your clients. We want to help your clients create a legacy that will provide for their loved ones, while continuing to achieve their philanthropic and financial goals.
Our complimentary services include:
- Will and estate planning
- Specific bequest language
- Personalized plan illustrations
- Mission and educational materials
- Individual client assistance
The association also provides several continuing education opportunities for our professional advisor community including digital newsletters, annual tax pocket guides, publications and local events.
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