An Overview of Charitable Giving in Life & Death

Through the appropriate use of wills, trusts, and gifts, you and your family can avoid tax while making charitable gifts to the organizations and causes closest to your hearts.

In this brief 2-page read, you’ll learn about charitable giving in life and death. Many thanks to our friend Michael Gluski of Ameriprise for making this material available to the Team Holly client family.

Charitable Giving

Take a look, and as always, you can contact us with any questions.

Happy Holly-Days!

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