Marguerite is responsible for developing customized wealth management strategies and financial plans for Wilmington Trust’s most prominent individuals, families, and business owners. She works closely with other professional and family advisors to structure comprehensive financial plans to help clients meet their current objectives and achieve future personal and financial goals. Marguerite oversees the organization’s intergenerational family trust and estate educational offering.
Before joining Wilmington Trust, Marguerite was an associate in PricewaterhouseCoopers’ personal financial services group in their Philadelphia office.
Marguerite holds a Juris Doctorate and Master of Laws in Taxation from Villanova University’s Charles Widger School of Law, and earned her Bachelor of Science and Bachelor of Arts from the University of Maryland, College Park.
Marguerite is an adjunct professor at both the Charles Widger School of Law and Temple University Beasley School of Law. She is a member of the Philadelphia Bar Association’s Probate and Trust Section’s Executive Committee and an active participant in the Philadelphia Estate Planning Council. Marguerite is the Vice Chair of the Board of Directors for WOMEN’S WAY.
In a perfect world, creating and implementing your estate plan would be a straightforward process. Your intended distribution of assets would meet your goals and your family would see the plan as equitable to everyone.
In reality, however, developing an effective estate plan can be a challenge both emotionally and financially. For example, you may own an illiquid asset that comprises a large part of your estate, such as a closely held business or income-producing real estate.
Seize the opportunity to make the most of your estate plan. As with any change in tax legislation, the Tax Cuts and Jobs Act of 2017 gives rise to valuable estate planning opportunities.The new tax law serves as a good reminder to review your estate plan to be sure that it is consistent with your current goals and is flexible to promote tax efficiency under today’s tax laws.
Learn three best practices to help families overcome fears of demotivation.Many wealth holders fear that the anticipation of inherited wealth will demotivate or disempower family members.The idea of discussing wealth transfer and inheritance issues can be daunting, but the rewards can prove significant when family members work together to improve communication and strengthen trust.
