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Planned Giving
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Learn how others have made a difference through their acts of giving to MUSC. Explore the many benefits of charitable gift planning....
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Washington News - Senate Pivots to Tax Reform
Senate Pivots to Tax Reform
With the uncertain status of the health care debate, the Senate is now pivoting to potential tax reform. On July 18, the Senate Finance Committee held a hearing on tax...
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Plan Your Will The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. You will be guided through a series of questions that will help you identify your family members, estate assets and financial goals.
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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....
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