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Jon Shumate, CFP ®

Jon Shumate, CFP ®


Uniform Power of Attorney Act: When Did You Last Revisit This Estate Planning Tool?

Simply put, estate planning is the process of putting your affairs in order while alive and well in preparation for … Continued


Charitable Giving: A Changing Landscape

Do you itemize or take the standard deduction?  Not an uncommon question around tax time.  If you have been itemizing … Continued


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