About the Author

Cailin MacLean

Wealth Planning Analyst
Wilmington Trust

As part of the Wilmington Trust Emerald Family Office and Advisory team, Cailin is responsible for supporting members of the Advanced Financial Planning team with the development of customized wealth management and financial plans for prominent individuals, families, and business owners throughout the country. She works closely with other professional and family advisors to analyze financial positions and assist in developing plans to help clients achieve future personal and financial goals.

Cailin joined Wilmington Trust in 2018. She holds a bachelor’s degree in economics from Hobart and William Smith Colleges.


By the Author

Tax-Smart Alternatives to the ‘Stretch IRA’ strategy

Cailin MacLean |
Emerald GEMs

July 27, 2021—The SECURE Act, which went into effect in 2020, severely curtailed the “stretch IRA” as an estate planning strategy. Previously, a beneficiary could extend IRA distributions over his or her lifetime. Now, an heir must withdraw all assets within 10 years of inheriting the account, which can present major tax consequences.

Listen...


Preparing for the Wave of Tax Law Change

Cailin MacLean and Thomas Kelley, CPA, CFP®, AEP® |
Wealth Planning

With potential tax law changes on the horizon, now is a good time to be certain you are informed and prepared.As fiscal stimulus and relief plans continue, Congress and the presidential administration have given guidance on how the revenue needs will be met.With highly anticipated potential tax law changes on the horizon, it may be wise to review proposals that could affect your future planning.As of May 28, 2021, the Dept.

Read More...