Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.