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man standing at big window From the advisor’s point of view, you would like to help clients be generous while not tying up their assets in case they are needed later. Here are several strategies you can suggest. (Photo: Shutterstock)

As clients get older, they often become more popular. They are collecting retirement income from a few sources. Their children left the nest years ago, and their expenses may have gone down. They get involved with a local charity, support the mission and want to do even more. The charity is thrilled. Where can you come into the picture?

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