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Leaving a Legacy with a Charitable Remainder Trust

by Curtis | Sep 20, 2021 | Estate Planning, Retirement, Taxes

Planning for a time when you’re no longer around is hard. The most important thing is being able to continue to protect the people you love. Beyond that, a growing number of people are interested in leaving a philanthropic legacy. According to a recent survey, the top...

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    Curtis Bailey
    CFP®, CRPC®, EA, CFA

    Member: Fee-Only Network, XYPN, and NAPFA.

    Cincinnati, Ohio

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