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.
Is your business set up to keep operating if you are not there to run it? Thompson Coburn LLP Partner Stephen B. Gorin discusses how life insurance for business owners is key in helping sustain business operations and cash flow, and pay taxes, in the event of your premature death with Wilmington Trust’s President, Western Region Brian Oard and Chief Wealth Strategist Alvina Lo.Download Transcript >Please see important disclosures at the end of the video.