Video: Planning Opportunities for Business Owners

Andrew J. Horwitz, CFP® |
My Business
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Wilmington Trust’s Deputy Chief Wealth Strategist Drew Horwitz offers timely planning advice to business owners at the 54th Annual Heckerling Institute on Estate Planning. Watch his conversation with Susan Lipp, editor in chief of Trust & Estates magazine, on the importance of planning early while still running a successful business. Please see important disclosures at the end of the video.

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Estate Planning and Your Business: Prepping the Princess for the Party

Alvina H. Lo |
My Business
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Chief Wealth Strategist Alvina Lo shares her insights in a conversation with the Trusted Counsel on the intricacies of selling a business. She shares how many entrepreneurs and business leaders tend to put off thinking about selling their businesses, and what will happen to their assets without them, until it’s too late. The results of not planning are often felt by families as well as business partners.

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Opportunities and Challenges Under the SECURE Act

Matthew J. Mancini, CFP®, ChFC®, AEP® |
Wealth Planning
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Passed in December 2019, the SECURE Act changed several retirement plan provisions for both individuals and businesses.The elimination of the “stretch” provisions for most non-spouse beneficiaries of IRAs and defined contribution plans (like a 401(k)) was perhaps the most significant and publicized change that was brought about by the SECURE Act.The Act provides for a later starting date for required minimum distributions (RMDs) from retirement accounts, up to 72 from 70½.

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