Chief Wealth Strategist Alvina Lo shares her insights with Family Wealth Report in this article reprint about how advisors need to get creative and understand more innovative wealth planning strategies when working with today’s “convenience” generation.Please see important disclosures at the end of the article.
Wilmington Trust’s Chief Wealth Strategist Alvina Lo discusses the impact of longevity on wealth transfer with Editor in Chief of Trusts & Estates magazine, Susan Lipp, at the 54th Annual Heckerling Institute on Estate Planning.Please see important disclosures at the end of the video.
Chief Wealth Strategist Alvina Lo shares her insights in a conversation with the Trusted Counsel on the intricacies of selling a business. She shares how many entrepreneurs and business leaders tend to put off thinking about selling their businesses, and what will happen to their assets without them, until it’s too late. The results of not planning are often felt by families as well as business partners.