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3 Strategies to Increase the Value of Your Financial Legacy

After a lifetime of accumulating money, it’s common to start thinking about your legacy and what you want to leave to your children, grandchildren or a favorite charitable cause. However, despite the dollar signs you see on your investment and bank accounts, there’s no guarantee your loved ones or your chosen charity will get the full amount.

Uncle Sam is lurking to snatch a sizable share.

How To Make Philanthropy Fit Into Your Financial Plans

One of the universal truths is that, while money can help meet your needs and provide you with the basic necessities of life, it can’t make you happy.

However, it can be a powerful weapon of self-satisfaction when used the right way, such as through philanthropic endeavors.  And since April 15 is around the corner, it is a good time to contemplate how you can integrate charitable giving into your tax-planning strategies.

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