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Advisor Resources

We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.

For gift illustrations, please contact Kurt Bartley, CAP®
, Sr. Director for Gift and Estate Planning, (817) 272-9387 or [email protected].