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Kitsap Community Foundation
Jul 25, 20242 min read
Planning for a sunset: Lock in a higher exemption, unlock a legacy
Learn how upcoming changes to estate tax laws could impact your clients and explore strategies for multi-generational wealth transfer.
Kitsap Community Foundation
Feb 15, 20241 min read
Psst: Don’t forget about charitable lead trusts
Consider a Charitable Lead Trust (CLT) for strategic giving. KCF can help assess its potential benefits for your client's financial plan.
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