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  • Manchester, TN
    2070 Hillsboro Blvd Manchester, TN 37355-7306 T: 931.728.7737 F: 931.728.8309
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    212 Public Sq Lafayette, TN 37083-1238 T: 615.688.7537 F: 615.688.7538
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Coffee Financial

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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
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
The dual benefits of non-cash donations
Maximize your philanthropic mission and minimize taxes.
Estate & Giving
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
Read
Choosing the right charitable giving vehicle for your goals
Understand the differences between giving vehicles.
Estate & Giving
Read
Strategies for keeping your beloved home within the family
Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving
Read
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed ...
Estate & Giving
Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your val...
Estate & Giving
Aligning wealth with purpose this holiday season
During the holidays, giving is often top of mind. Discover how to make it a lasting part of your future plans.
Estate & Giving
Estate planning complexity with the rise of new technologies
The language used in important documents may need to shift to reflect recent innovations and complex family dynamics.
Family & Lifestyle
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Coffee Financial

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  • Manchester, TN 2070 Hillsboro Blvd Manchester, TN 37355-7306
  • T 931.728.7737
  • F 931.728.8309
  • Map & Directions
  • Map & Directions
  • Cookeville, TN 13 N Cedar Ave Ste 105 Cookeville, TN 38501-2968
  • T 931.528.5862
  • F 931.528.5866
  • Map & Directions
  • Map & Directions
  • Lafayette,TN 212 Public Sq Lafayette, TN 37083-1238
  • T 615.688.7537
  • F 615.688.7538
  • Map & Directions
  • Map & Directions
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

© 2019 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Coffee Financial and the bank are not registered broker/dealers, and are independent of Raymond James Financial Services.    |   Legal Disclosures   |   Privacy Policy   |   Terms of Use