A Well-Formulated Gifting Strategy Can Be Crucial to a Successful Wealth Plan

Matthew T. Lee |
Emerald GEMs

Nov. 30, 2021—Gifting assets can help those in need while also providing the donor with potential tax benefits. In fact, a well-planned gifting strategy can reduce certain estate taxes, leaving your beneficiaries with a potentially larger inheritance upon your death. In today’s podcast, Director of Wealth Strategies Matthew Lee of Wilmington Trust’s Emerald Family Office & Advisory explores gifting and the critical role it can play in a successful wealth plan.

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Talking to Your Children About the Family Wealth

Libby Turner, CEPA™️ |
Emerald GEMs

Nov. 16, 2021—Wealthy parents often avoid talking with their children about the family wealth. Some may feel the subject is taboo, others may worry that knowledge of an inheritance will negatively affect their kids. However, it is important to have these conversations to prepare your children for the wealth they will inherit.

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Sustaining Wealth Over a Lifetime: Advice for the Next Generation

Rachel Ling, CFP® |
Emerald GEMs

Nov. 2, 2021—Regardless of when you receive an inheritance or earn your income, sustaining wealth over your lifetime takes deliberate planning. It is important to follow a budget that is carefully designed to help you achieve your goals. In today’s podcast, Wealth Planning Analyst Rachel Ling of Wilmington Trust’s Emerald Family Office & Advisory, discusses smart budgeting strategies to help your money last throughout your lifetime.

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