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Help Clients Achieve Charitable Aspirations with Proactive Estate Tax Planning

Only 14% of advisers discuss charitable planning with clients, despite the fact that nearly all high-net-worth clients give to charity.

Download this white paper for strategies for charitable giving as well as discussion on the best assets for giving and external resources to consider. This report covers:

  • Nine questions to help you understand your client’s charitable wishes and goals
  • Techniques to familiarize yourself with
  • Tips on how to start a conversation on charitable planning

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