With today’s coronavirus crisis, giving to charity is even more important than ever. In a time of such great need, how can you create a charitable gift strategy that reflects your values, helps those who need it most, and stretches your charitable dollars most effectively? The need is so great that it can be overwhelming to know where to begin.You may be unsure who to give to and uncertain about some of the new tax rules that impact charitable giving.
What steps have you taken to help your clients protect, monitor, and limit access to financial information from caregivers and other potential outside predators? Patrick Conley, CEO, Franklin Global Inc., met with Wilmington Trust’s President, Western Region Brian Oard and Chief Wealth Strategist Alvina Lo at the 2019 Hawaii Tax Institute to outline important steps families should take to protect their love ones from elder abuse.
Undue influence from family members on mom’s and dad’s estate plan can lead to costly estate litigation. Vivian Thoreen, partner, Holland and Knight, sat down with Wilmington Trust’s Brian Oard, president, Western region and Alvina Lo, chief wealth strategist to review the steps you can take to reduce the risk of painful and expensive estate litigation.Download Transcript >Please see important disclosures at the end of the video.