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News and information to help improve your Four Capitals
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Charitable Giving

Using Charitable Trusts in Estate Planning

At Schultz Financial Group (SFG), we view wealth differently through our Four Capital approach. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. This Financial Matters article focuses on using charitable trusts in estate planning. Charitable gifting can be accomplished in many

Posted By Alyssa Yocom
April 27, 2021