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Tax-wise strategies for making contributions to charities can take a 180-degree turn when it comes time to create an estate plan.

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How to keep up with client goals as they change

Timing is everything. Are you prepared with planning advice for each stage of life?

Following Merrill's lead on fiduciary advertising

Industry firms taking a similar approach can clarify confusion for clients and stem attrition among adviser ranks.

5 ways advisers can show gratitude this season

These small ways to show your generosity and spread good cheer include treating clients' kids to a coffee gift card.
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