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Financial Focus Podcast


Our first priority is helping you take care of yourself and your family. We will continue to offer telephone conferencing, Zoom meetings, and "curb service" for paperwork drop off or pick up. We also offer in person meetings at our office.

Your family.  Your future.  Our focus.

Nov 7, 2021

Moving money out of your estate and IRA by doing a direct charitable gift is a long-standing strategy that savvy, charitably-minded planners with higher balances have used to give and save money on taxes, but the deadline is approaching soon