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The Advisor Newsletter

The Advisor is a monthly newsletter for all professional advisors including attorneys, accountants, trust officers, and life insurance agents. This publication is an education tool that keeps  professional advisors up to date on planned gift techniques, new case rulings, and legislation pertinent to estate and financial planning, and new developments in charitable giving.

This Month's Issue (PDF)

2014 Archive (PDF)

2013 Archive (PDF)

2012 Archive (PDF)