Latest Content

Why Consider Living in Florida?

Wilmington Trust |
Wealth Planning

The Sunshine State offers a host of financial and tax benefits if you’re considering living in Florida. Florida residents likely enjoy significantly reduced tax obligations compared to many other states.Florida does not impose a personal income tax, an inheritance tax, a gift tax, or an intangible personal property tax.The more ties you have to Florida, the more likely your Florida domicile will be respected.

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Episode 13:
Doing Well & Doing Good—ESG Investing

Tony Roth |
Wilmington WealthWise with Tony Roth

July 1—Sustainable investing using ESG criteria seeks to align one’s values with the goal of reaping competitive returns. Dr. Linda-Eling Lee, global head of ESG Research at MSCI and Steve Norcini, portfolio manager, Wilmington Trust ESG Equity Strategy join Tony to discuss this increasingly popular approach and how socially conscious investors can do well by both their principles and their portfolios.

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Episode 12:
The Next Normal—
What is the Future of America’s Classroom?

Tony Roth |
Wilmington WealthWise with Tony Roth

June 30—What will the classroom look like when students return to school? COVID-19 has altered and accelerated changes in the way we educate, including continued remote learning to varying degrees. It also shines a light on a “palpable digital divide” across the student population as far as equitable access to technology.

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