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Author: Hope Carlson

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What is a Grantor Retained Annuity Trust (GRAT)?

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What is Private Wealth Management?

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How to Plan for a Liquidity Event

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Do You Have a Philanthropic Budget?

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What’s Wrong with Concentrated Stock?

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Qualified Charitable Distributions (QCDs): How Do They Work?

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Year-End Planning for Executives

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Are Financial Advisors Worth It?

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What Do Financial Advisors Do?

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Charitable Gifting: Should You Donate Cash or Stock?

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Donor Advised Funds: Why Should I Use Them?

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Personal Finance Series: Tax Basics

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