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Tag Archives: Lifetime Gifts

holiday-gift-giving

Charitable Gift Giving

By Barney McKenna & Olmstead |

Doing charitable things in life feels good, which is part of what the Christmas Season is all about. And, giving to a charity or worthy cause is one of those things that helps to ‘fill the soul.’

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How To: Lifetime Gifts

By Barney McKenna & Olmstead |

It may be better to give than to receive but, careful examination of both personal and tax considerations should be made before embarking on a course of lifetime gift giving.