Wealth Management

Wealth in a Changing World Episode 5:
Charitable Giving

To continue our Wealth in a Changing World series, Managing Partner, Andrea Baumann Lustig recently sat down for 4 conversations with David Thal, Partner at Holland & Knight, on key estate planning strategies.

In Episode 5, they discuss finalizing your charitable giving and strategies to maximize your tax benefits before the end of the year.

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Please do not hesitate to reach out to us for the latest updates around the evolving landscape for tax, estate and wealth management planning.

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