Episode 13: Estate Planning: Not Just For The Rich—Defining ‘Enough’ with Brian Balduzzi

Tune in for a thoughtful conversation on the intersection of estate planning and philanthropy. Host Megan Bell, is joined by attorney and inaugural Certified IPA cohort graduate Brain Balduzzi.  Brian shares 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.