Looking Forward. Giving Back.
Looking Forward. Giving Back.
Elena Pullen-Venema
Episode 6: "To Whom Much is Given..." Legacy, Grandkids, Smart Tax Planning, and Muhammad Ali. A Conversation with Attorney Amy Allison and Client Roxi Cronin.
33 minutes Posted Oct 20, 2021 at 8:00 pm.
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"To whom much is given, much is required." Roxi Cronin is a mother, a daughter, a grandmother, a once - but no longer - "fish out of water" in terms of charitable and financial planning, and a fan of Muhammad Ali. Join me and her estate planning attorney, Amy Allison of Anderson Hunter as the three of us discuss how and why Roxi is choosing to create a legacy for herself and her family through charitable giving. We'll discuss the importance of attorneys and other professional advisors "asking the question" about charitable giving and providing their clients with meaningful options. We'll also hear about Roxi's favorite charitable gifts that she's given through her donor advised fund held at the Community Foundation of Snohomish County. Join us for this latest episode of "Looking Forward. Giving Back."!