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planned gift design services

Russell A. Willis III, J.D., LL.M. offers consulting services to licensed professionals working with exempt organizations, contributors, and their advisors in structuring contributions of business and real property interests
Categories: Business, Business
Topics: charitable gift planning, fiduciary income tax, noncash contributions, wealth transfer

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Sites similar to plannedgiftdesign.com - Top 33 plannedgiftdesign.com alternatives

cntrustcompany.com

cntrustcompany.com cntrustcompany.com           

Trust, Estate, Investments in Sarasota, FL - Canandaigua National Trust Company of Florida

Canandaigua National Trust of Florida offers Retirement, Investment Management, Trust and Estate Services in Sarasota, FL,

Semrush Rank: 1,793,166
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djlambert.com

djlambert.com djlambert.com           
Douglas J. Lambert
Douglas J. Lambert

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ainkamunroe.com

ainkamunroe.com ainkamunroe.com           
Ainka Munroe, MBA Wealth Management, Life Insurance
Ainka Munroe, MBA Wealth Management, Life Insurance


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sandrakobel.com

sandrakobel.com sandrakobel.com           
Sandra Kobel, CLU®, ChFC®, CFP®, certified financial planner, investment management, estate planning, life insurance planning, retirement planning
Your financial security is Sandra Kobel's, CFP®, CLU®, ChFC® main priority as she uses her extensive experience to guide you in making important financial decisions. Live Life and Retire Ready™


Categories: Finance/Banking, Finance and Banking
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samswansen.com

samswansen.com samswansen.com           
Samuel T. Swansen, PC
A site descrivbing our legal services and offering informational content related to lifetime and estate planning.

Semrush Rank: 15,183,197
Categories: Finance/Banking, Reference
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pearcyfp.com

pearcyfp.com pearcyfp.com           
Pearcy Financial Group
Mark W. Pearcy, Financial Planner with Mass Mutual, is located at 4660 La Jolla Village Drive, #300, San Diego, CA 92122. Mark provides comprehensive life planning tailored to each client's unique goals and objectives.

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susanfan328.com

susanfan328.com susanfan328.com           
Susan Fan Insurance Services
Mission Statement
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We meet the expectations of our customers and surpass our goals of excellence. We help individuals, families and businesses with all their insurance needs to protect against the financial risks of critical illness, chronic disease, terminal illness, liability, disability or premature death.

The insurance carriers that we represent are among the most solvent and the strongest in the industry, with the innovative products and affordable rates.

We work hard to build a trusted relationship with our customers by being referable, networking with other business professionals and seeking for partners with common goals. We are dedicated to make our customers feel both comfortable with and confident in our abilities by acting as their consultant. We seek out the best companies that offer the appropriate coverage at a fair price.









Semrush Rank: 17,300,779
Categories: Finance/Banking, Finance and Banking
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hbsadvisors.com

hbsadvisors.com hbsadvisors.com           
Bellingham • Harris Financial Advisors HOME
HBS Financial Advisors is an independently registered Investment Advisory firm helping business owners and physicians maximize the productivity of their personal time, assets and philanthropic ambitions.

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safemoneyplaces.com

safemoneyplaces.com safemoneyplaces.com           
Safe Money Places - Your Retirement Financial Resource
Safe Money Places is the ultimate retirement financial resource. Visit SafeMoneyPlaces.com to find helpful information about retirement income.

Facebook ♡: 3
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securitynationaltrust.com

securitynationaltrust.com securitynationaltrust.com           
Trust & Investment Management | Security National Trust
Security National Trust Company provides personal trust services, investment management, retirement plan accounts and foundations and endowments.

Semrush Rank: 5,218,930

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robisontaxlaw.com

robisontaxlaw.com robisontaxlaw.com           
Federal Tax Law & Section 1031 Exchanges | Robison Tax Law
At The Robison Law Firm, our tax planning attorneys have earned a reputation for success by applying our comprehensive knowledge of tax law to a broad range of tax-related questions.

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Categories: Business, Government and Legal Organizations
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meyercapel.com

meyercapel.com meyercapel.com           
Meyer Capel | Our History Speaks Volumes
37 attorneys, 18 practice areas serving the Champaign-Urbana and Bloomington-Normal areas.

Moz DA: 32 Moz Rank: 3.5 Semrush Rank: 1,058,144 Facebook ♡: 590
Categories: Business/Investing, Recreation/Travel, Society/Organizations, Business, Government and Legal Organizations
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the-wawg-blog.org

the-wawg-blog.org the-wawg-blog.org           
The WAWG Blog » Monitoring the Growth of American Authoritarianism
Monitoring the Growth of American Authoritarianism


Categories: Technical/Business Forums, Personal Websites and Blogs
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hazlettburt.com

hazlettburt.com hazlettburt.com           
Financial Advisors & Investment Advisory WV, PA, OH | HB&W
Hazlett Burt & Watson is a full-service investment firm, we offer our clients a full range of financial services and investment vehicles. Contact us today

Semrush Rank: 2,231,052
Categories: Business, Finance and Banking
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gilharlan.com

gilharlan.com gilharlan.com           
Gilbert R. Harlan, MBA, Financial Services Professional, Registered Representative
This Web site is designed to help our clients achieve their financial goals through a long-term relationship with a trusted and knowledgeable professional, through Small Business Planning, Estate Conservation Planning, Insurance and Retirement Planning Services

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charteroakwealth.com

charteroakwealth.com charteroakwealth.com           
Charter Oak Wealth Partners
Charter Oak Wealth Partners


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fcapllc.com

fcapllc.com fcapllc.com           
Fulcrum Capital Partners
Fulcrum Capital Partners is an independent financial services firm, specializing in the small and medium sized business market. We also offer comprehensive financial planning, investments and insurance products to individuals and families.

Semrush Rank: 9,396,309
Categories: Business, Finance and Banking
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actec.org

actec.org actec.org           
ACTEC | The American College of Trust and Estate Counsel
ACTEC is a national organization of lawyers who have demonstrated the highest level of professionalism in wills and trust, estate planning and tax law.

Moz DA: 50 Moz Rank: 4.5 Semrush Rank: 60,792 Facebook ♡: 7
Categories: Education/Reference, Education
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financialcapitalgroup.com

financialcapitalgroup.com financialcapitalgroup.com           
Financial Capital Group, LLC
Financial Capital Group LLC, Financial Capital Group, Financial, Capital, Group, Eric Ciarelli, Eric, Mark Ciarelli, Mark, Ciarelli, 1930 Route 70 East Suite G37 Cherry Hill NJ 08003, 856-874-1515, Executive Mews, [email protected], [email protected], [email protected], for securities: [email protected] and [email protected]; Cherry Hill, South Jersey, Philadelphia, Philadelphia Area, Investments, Investment Planning, Investment Suggestions, Investment Solutions, Investment Ideas, Stocks, Bonds, Mutual Funds, REITS, Real Estate Investment Trusts, Exchange Traded Funds, ETF, Stock Portfolio, Bond Portfolio, Mutual Fund Portfolio, Exchange Traded Fund Portfolio, Diversified Portfolio, Diversification, Value Investing, Growth Investing, Income Planning, Growth, Growth and Income, Aggressive Growth, Moderate Growth, Conservative, Conservative Investor, Moderate, Moderate Investor, Aggressive, Aggressive Investor, Speculative Investor, Speculative, IRA, SEP IRA, SIMPLE IRA, Roth IRA, 401(k) Roth 401(k), Defined Benefit, Defined Benefit Plan, Defined Contribution Plan, Defined Contribution, Retirement Planning, Retirement, Qualified Plan, Qualified Plan Selection, Qualified Plan Options, Qualified Plan Choices, Funding Retirement, Retirement Concerns, Retirement Funding, Retirement Options, Retirement Questions, IRA Rollover, Rollover IRA, Nest Egg, Individual Account, Individual Investment Account, Joint Account, Joint Investment Account, Trust Account, Trust Investment Account, College Planning, Planning for College, 529, 529 Plan, 529 College Plan, 529 College Account, 529 College Savings Plan, 529 Investment Account, UTMA, UTMA Account, Portfolio, Portfolio Design, Diversified Portfolio, Investor Concerns, Investor Questionnaire, Investor Profile, CFP, Certified Financial Planner, Insurance Agent, Stock Broker, Financial Advisor, Financial Adviser, Financial Consultant, Successful Investing, Income, Stock Market Performance, Investment Accou


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davlawllc.com

davlawllc.com davlawllc.com           
Davis & Associates LLC Counselors at Law Providence RI
The attorneys at Davis & Associates, LLC in Providence, RI offer solutions like wealth transfer and estate planning to meet today's legal challenges

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morganstanleyindividual.com

morganstanleyindividual.com morganstanleyindividual.com           
Wealth Management | Morgan Stanley
Explore how our Wealth Management team helps people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals.

Moz DA: 41 Moz Rank: 3.3 Facebook ♡: 0
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bermanllc.com

bermanllc.com bermanllc.com           
Stephen M. Berman & Associates
For a CPA or accountant. taxation, payroll, trial balance and tax software info.


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protekweb.net

protekweb.net protekweb.net           
Home - Protek - Insurance - Life - Health - Home - Auto - Business- Pet -
Protek Web Financial Home


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dwclaw.com

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De Castro, West, Chodorow, Mendler & Glickfeld, Inc.- Attorneys
The attorneys and counselors of De Castro West create strategic resolutions for our Clients' tax, real estate, estate planning, and complex litigation matters.

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nicep.org

nicep.org nicep.org           
NICEP: National Institute of Certified Estate Planners
NICEP provides information, guidance, and support in the areas of estate planning as well as the distinctive CEP® and MCEP® education and certifications.


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uscky.com

uscky.com uscky.com           
Underwriters Safety and Claims
Underwriters Safety and Claims

Semrush Rank: 1,562,927
Categories: Finance/Banking, ,Finance and Banking
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dwclawblog.com

dwclawblog.com dwclawblog.com           
De Castro, West, Chodorow, Mendler & Glickfeld, Inc.- Attorneys
The attorneys and counselors of De Castro West create strategic resolutions for our Clients' tax, real estate, estate planning, and complex litigation matters.


Categories: Blogs/Wiki, Government and Legal Organizations
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hargrovemadden.com

hargrovemadden.com hargrovemadden.com           
Hargrove Firm: Estate, Tax and Business Planning | Nationwide Law Firm
Hargrove Firm serves clients nationwide in estate, tax, and business planning. Call (877) 564-8716 or email [email protected]


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weinsteinspira.com

weinsteinspira.com weinsteinspira.com           
Business Advisory, CPAs, Compliance | Weinstein Spira
Searching for a CPA near me? Weinstein Spira, Houston CPAs, is a highly respected firm of experienced tax, audit, business management and estate planning advisors who proactively serve discerning privately held businesses and leaders in the Houston area and beyond.


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htestatelaw.com

htestatelaw.com htestatelaw.com           
Hargrove Firm LLP Trust and Estate Planning Law Firm, Louisville KY, Lexington KY, Brentwood TN
Hargrove Firm LLP trust and estate planning law firm with attorneys dedicated to providing the best legal representation to protect your assets and properties


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vfspc.com

vfspc.com vfspc.com           
Vaughan, Fincher & Sotelo PC
Vaughan, Fincher & Sotelo, PC is a team of attorneys and legal professionals dedicated to providing comprehensive estate planning and estate administration services to clients in Virginia, Maryland and the District of Columbia.

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midwestfinancialsolutions.biz

midwestfinancialsolutions.biz midwestfinancialsolutions.biz           
MidWest Financial Solutions, LLC
MidWest Financial Solution's mission is to be the preeminent financial services firm in the Midwest by providing unparalleled service, experience, integrity, and dedication to help our clients reach their lifetime and legacy goals.

Semrush Rank: 15,065,290
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hargrovefirm.com

hargrovefirm.com hargrovefirm.com           
Hargrove Firm LLP Trust and Estate Planning Law Firm, Louisville KY, Lexington KY, Brentwood TN
Hargrove Firm LLP trust and estate planning law firm with attorneys dedicated to providing the best legal representation to protect your assets and properties

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