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.
Wilmington Trust’s Brian Oard and Alvina Lo sat down with Doug Mancino, a Partner with Seyfarth Shaw, at the 2018 Hawaii Tax Institute Conference to discuss the factors families should consider when establishing private foundations and preserving their charitable legacy.Issues Facing Private Foundations Charitable Legacy Please see important disclosures at the end of each video.
Wilmington Trust’s Alvina Lo, Brian Oard and Adam Bakhash discussed a variety of wealth transition and legacy planning topics with tax and estate planning lawyers, risk and insurance professionals, and a financial education expert at the 2018 Hawaii Tax Institute Conference.Hear their insights on electronic wills, spousal lifetime access trusts, financial literacy, estates and trusts, gifting, and more.