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The art of giving what you can't take with you
How to start planning for the future of a valuable collection.
Estate & Giving
Strategies for keeping your beloved home within the family
Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving
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The roles of trusts [INFOGRAPHIC]
These precise, tax-efficient tools can help ensure your hard work is paid forward in the ways you envision.
Estate & Giving
5 reasons wealth transfers fail
Knowing these common legacy pitfalls can help your family avoid them.
Estate & Giving
Who should you choose to execute your estate?
When selecting a personal representative to carry out the terms of your will, consider the role's many responsibilities.
Estate & Giving
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Leaving Money to Your Kids? Consider These Inheritance Tips
How to have a valuable family conversation about your estate.
Estate & Giving
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For Better or Worse, Discuss Your Estate as a Couple
7/9/2019
Are you making the transition into married life? Consider these five estate planning to-do’s as you start your life together.
Estate & Giving

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Investment advice offered through Douglass Investment Group LLC, a Securities and Exchange Commission registered investment advisor able to provide investment advice in states where it is registered, exempt, or excluded from registration. Content contained herein should not be construed as an offer or solicitation for investment advice or for the purchase or sale of any security, insurance, or other investment product. Investments involve the risk of loss, including possible loss of principal. Please consult with a qualified financial, tax, accounting, or legal professional before implementing any ideas or strategies discussed here. Content provided is obtained from sources believed to be reliable but cannot be guaranteed as to its accuracy or completeness.