Giving back provides many benefits, whether in life or at death. Understand ways of giving back and some of the tax benefits available, both during life and at death. Maximize tax benefits by grouping deductions and doing a charitable IRA rollover, among other strategies.
Known for her ability to deliver well-crafted Estate Plans to clients based upon their lifestyles, professions, and other specific situations, including religious and cultural preferences, with a primary focus on helping them provide for the security of their loved ones, reduce estate taxes, and minimize the costs of probate, Ms. Saeed prides herself on the lifelong relationships she forms with each and every one of her clients.
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