The Rainbow Legacy: Estate and Charitable Planning for The LGBTQ+ Community

Private client associate Brian Balduzzi participated in a roundtable discussion on estate and charitable planning for the LGBTQ+ community hosted by the Philadelphia Estate Planning Council.

In this discussion, advisors across the estate, tax and charitable planning learned more about best practices and helpful reminders for working with families and individuals in the LGBTQ+ community. Balduzzi discussed inclusive practices, practical considerations and planning strategies for advisors to effectively and empathetically communicate with their clients.