Legacy Planning Test

Did you miss our zoom presentation on legacy planning? If so, click below for the power point presentation.

Download the PDF here 

If you’d like to learn more information, please contact Martin Golden at 718-722-6024.
 
 

FIND OUT

  • GIFT IDEAS FOR CHARITIES YOU CARE ABOUT

  • MARKET IMPLICATONS FOR COVID-19

  • GIFTS OF APPRECIATED SECURITIES

  • DONOR ADVISED FUNDS

  • ABC’S OF ANNUITIES

  • BEQUESTS/CHARITABLE TRUSTS
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