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  • The Woodlands,TX 4ED
    1330 Lake Robbins Dr Ste 150 The Woodlands, TX 77380-3268 T: 832.375.2500 F: 281.681.2864 TF: 800.856.0869
    Map and Directions Map and Directions
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Infographic: Three “T’s” of effective trustees
These qualities can help set your beneficiaries up for success.
Estate & Giving
Global giving
A guide to tax considerations and trusted partners.
Estate & Giving
Read
Read
Private foundation vs. DAF: Are you driving the right giving vehicle?
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
Estate & Giving
Ensure peace of mind with an heir preparation packet
Help your loved ones navigate a difficult time with a comprehensive guide when it’s needed most.
Estate & Giving
Generous estate and gift tax exemptions may end soon
Now’s the time to review your estate and gifting plans.
Estate & Giving
Read
Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Estate & Giving
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Wood Forest Wealth LogoWood Forest Wealth Logo
  • Woodforest Wealth
  • 1330 Lake Robbins Dr Ste 150 The Woodlands, TX 77380-3268
  • T: 832.375.2500
  • F: 281.681.2864
  • TF: 800.856.0869
  • Map & Directions
  • Map & Directions

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