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Blueprints Blog

Gift planning insights to build a plan for your future

The Gift Planning Blueprints blog offers planning insights, charitable giving news and stories of inspiration to help you plan for your future.

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Or maybe I should say – DOES it? For most of us, financial planning is an exercise allocating scarce resources. None of my clients say, “Stephanie, I just have too darn much money! What should I do with it?” Wouldn’t that be nice! Instead, the usual predicament is many competing needs and wants – present-day, […]

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According to the U.S. Census Bureau, growing numbers of American couples are deciding to cohabitate rather than marry. While this choice is personal and valid, it is also important to understand what legal and financial risks you may be taking by choosing not to marry. This Fidelity article addresses common financial and estate planning issues […]

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