Brian Balduzzi Discusses Intersection of Estate Planning and Philanthropy on the Illuminate Philanthropy Podcast

Private client associate Brian Balduzzi appeared on the Illuminate Philanthropy podcast to discuss the intersection of estate planning and philanthropy.

Balduzzi shared insights from his co-authored article, “Estate Planning Lessons from the Oracle of Omaha”, and his take on estate planning as a meaningful tool for charitable giving, emphasizing that it is not reserved for the wealthy.

Listen to the full podcast here.