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jonathan@gudemalegacyadvisors.com

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Category: Planned Giving Related News Stories

 Category Estate and Gift Taxes, Lead Trusts, Planned Giving Related News Stories, Uncategorized

2012 Income/Estate/Gift Tax Update

jgudema
February 5, 2012
Wondering about the state of the estate taxes and other tax brackets in 2012 (compared...
 Tags 2012 taxes, 2013 taxes, estate tax, estate tax exemption, gift tax, income tax
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 Category Planned Giving Related News Stories

Launch of Planned Giving Advisors, LLC

jgudema
January 9, 2012
Dear blog readership, After more than 15 years of advising fundraisers in the area of...
 Tags gift planning consultant, gift planning services, planned giving advisors, planned giving consultants, planned giving services
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 Category Planned Giving Commentary, Planned Giving Related News Stories

Planned Giving Prospects: Long-term Smaller End Donors or Larger Major Gift Donors?

jgudema
December 29, 2011
This is a classic planned giving quandary.  Who are better planned giving prospects: your long-term smaller...
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 Category Planned Giving Related News Stories, Uncategorized

Lawyer and Accountant for Huguette Clark’s Estate Lose $8 Million Each Over Incompetance

jgudema
December 23, 2011
Not much more to report on this ongoing estate saga with a planned giving twist...
 Tags Huegette Clark, Huguette Clark
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Planned Giving Advisors

We designed our planned giving service to be comprehensive (covering legal, marketing, coaching, etc…) and cost effective. Our goal and methods are simple: we enable nonprofit staff to create a strategic approach to their unique circumstances, coach you through the challenges in implementing your program, and are always ready to get directly involved in helping you close a planned gift.

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Blog Articles

  • Power of Attorney Issues Dementia Stroke Alternative POAs November 4, 2025
  • Revocable Living Trusts vs. Wills and Powers of Attorney: A Comprehensive Overview August 14, 2024
  • Cautionary tale – Do you need to update a Power of Attorney when you change state of residence? May 14, 2024
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Mon - Fri: 9:00 - 5:00 EST
Closed on Weekends

Phone +1 908-300-5082

Address: 12 Bradford Street, Passaic, NJ 07055

eMail: jonathan@gudemalegacyadvisors.com

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