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Charitable Legacy Planning

The Wealthy Doc Systemâ„¢ to meet your personal and business needs

The timing and structure of charitable giving

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Do you want to give back to society? Do you have a cause you want to further? If yes, why not plan ahead and save taxes in the process!

We can help you with that by advising you on the timing and the structuring of Charitable giving. If planned correctly, the strategy can significantly enhance the cash in your estate and achieve your charitable legacy.

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