Planning for the Family Vacation Home

Matthew T. Lee |
Emerald GEMs

May 10, 2022—Many parents want to keep their cherished vacation home in the family for future generations but are not sure of the most appropriate method for transferring the property. In this podcast, Director of Wealth Strategies Matthew Lee of Wilmington Trust’s Emerald Family Office & Advisory discusses how holding property in a limited liability company (LLC) may accomplish several goals at once.


March 2022 Monthly Tip – Spring Forward with Seven Key Steps to Update Your Financial Plan!

Sharon L. Klein |
Divorce Monthly Tips

Our Monthly Tip, as featured in Family Lawyer Magazine: Spring is right around the corner and that means so is spring cleaning. While this time of year usually evokes thoughts of organizing closets, it is also the ideal time for those in the throes of divorce or recently divorced to organize their estate and financial plans. Leverage March’s spring cleaning theme to embark on a financial spring cleaning!Here are seven key steps for you to consider to keep your wealth plans in order.