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Gifts to Individuals and Charities

Giving individual gifts or donating to charity can be part of every day life. Our professionals can help you:

  • Provide gift valuation of most property
  • Expedite the transfer of assets into the name of the recipient
  • Provide assistance to the donor in selecting assets that are suitable for gifting
  • Maximize gifting to adhere to your personal estate plan

To have an Asset Management and Trust Professional contact you, please submit a guestbook entry Here






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