U.S. federal trademark · Serial No. 88068389 · Reg. No. 5882068
financial assessment services, namely, an assessment that is provided in preparation for the estate planning of individuals, couples, families, and family businesses, and an assessment that is provided in preparation for business succession planning; estate planning
tax assessment; promoting charitable giving that reflects core values of the donor by providing a method to identify the donor's core values and to select charities that foster those values
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