Finally, the questions you should ask that have been proven to lead to gifts from wealth
iMarketSmart
JANUARY 30, 2023
Any children? Visual planned giving: An introduction to the law and taxation of charitable gift planning. Make questions part of another task Sometimes, we can be blunt. As an estate planning attorney, I ask blunt questions to clients. What real estate do you own? Who’s on the title? What’s it worth? Bank accounts?
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