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Legacy Planning and Charitable Giving
Charitable giving can provide tax benefits for you and your heirs. A full assessment of the short- and long-term tax and estate planning implications is conducted to help you pursue your wealth management objectives.
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Advisory services offered through Beam Asset Management. Beam Asset Management and the Securities America companies are separate entities. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.