Sept. 21, 2021—Planning for the end of life may be one of the most considerate things you can do for your family. Think of the multitude of accounts and assets you have accumulated over your life.
Your Legacy: Planning for the End of Life
Emerald GEMS: Get Educated in Minutes
A biweekly podcast series that helps you to plan for life’s major events
The current health and economic climates are raising important questions about your business, family, and wealth situation. Our new podcast series – Emerald GEMS – is meant to address some of your most pressing concerns in a timely, concise and actionable manner.
All Emerald GEMs Podcasts Episodes
Planning for Fine Art as an Asset of Your Estate
Sept. 7, 2021—Whether you acquire a work of art for its aesthetic qualities or for investment purposes, holding fine art in your estate presents both obligations and opportunities for the educated collector. In today’s podcast, Senior Estate and Trust Managing Director Shelly Kunkel of Wilmington Trust’s Emerald Family Office & Advisory discusses three important to-dos regarding your fine art: appraise, insure, and manage disposition (AIM).
Consider Using Leverage—or Borrowing Against Your Investments—While Interest Rates are Low
August 24, 2021—The combination of a rising stock market and low interest rates creates a unique opportunity to use leverage as part of your overall wealth plan. The rationale is you can borrow against your investments at a low rate and still have the opportunity to benefit from potential stock market appreciation.
