July 28—Creating strong communication practices within your family is an important component of legacy planning, and even more important during challenging times.
Episode 13: The Importance of Family Communication
Emerald GEMS: Get Educated in Minutes
A weekly 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 clear, concise and actionable manner.
All Emerald GEMs Podcasts Episodes
Episode 12: Preparing Your Family Business for the Next Crisis
July 21—The unexpected arrival of the COVID-19 pandemic created much disruption for families and businesses alike. Now is the time to ask: What can I do to better prepare my family and our business for the next potential crisis? National Director of Family Legacy Planning Marguerite Weese discusses the importance of taking the time to equip your family with the tools they need to weather the next storm.
Episode 11: Delaware Trusts—How to Make Them Work for You
July 14—With today’s historically high gift and estate tax exemptions, and historically low interest rates, the use of personal trusts can be particularly beneficial in this favorable wealth planning environment.
