If your considering your options on transferring wealth to the causes you care most about, listen to this episode on things to know or consider when doing meaningful gifting. Tracking # 1-05087080
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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
