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QCD
John Tetzloff, Advanced Case Specialist, provides expert estate planning advice
It's not surprising that people across the life spectrum tend to have the same concerns. When I sit down with folks to talk about their finances, they often ask the same questions. Here are some of the most frequent questions I hear and how I answer them.
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A QCD is a great way to transfer funds tax-free to charity
Life-changing tax reforms have come, and it's time to use them to the advantage of yourself and your favorite charity.
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