Gift Planning

With gift planning, you can provide long-lasting support while enjoying financial benefits for yourself. Let us help you tailor your charitable gift to your financial, tax or estate planning objectives.

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Gift Planning

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Plan Your Will

The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.

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Free Wills Guide

We would like to send you a FREE Wills Guide. This helpful information may enable you to avoid an accidental.

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1801 Fayetteville St.
Durham, NC 27707
(919) 530-6100

Resources for Professional Advisors

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.

For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.

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