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Apella Wealth Blog
Financial Planning, Investment Solutions & Retirement Plan Solutions
Mark Prendergast MS, CPA, CFP®, CDFA®
Estate
Estate Planning is for the Living
When we think of “estate planning,” many of us immediately picture a last will and testament. Who...
2 Minute Read
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Charitable Giving
Charitable Giving - "Dead or Alive"
Giving to charity is often an important part of clients’ estate plans, so let’s explore some...
3 Minute Read
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