Videos: Wealth Transition & Legacy Planning Strategies

Brian Oard |
Wealth Planning

Wilmington Trust’s Alvina Lo, Brian Oard and Adam Bakash  discussed a variety of wealth transition and legacy planning topics with tax and estate planning lawyers, risk and insurance professionals, and a financial education expert at the 2018 Hawaii Tax Institute Conference.Hear their insights on electronic wills, spousal lifetime access trusts, financial literacy, estates and trusts, gifting, and more.

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Video: Key Factors to Consider When Establishing a Family Office

Brian Oard |
Wealth Planning

The establishment of a family office is an excellent way for an affluent family to manage their wealth and transfer it from one generation to the next. Wilmington Trust’s Brian Oard and Alvina Lo sat down with industry experts at the 2018 Hawaii Tax Institute Conference to discuss the factors to consider when establishing a family office.

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Intentional Inheritance Planning

Marguerite Weese |
Wealth Planning
Intentional-Inheritance.jpg

Learn three best practices to help families overcome fears of demotivation.Many wealth holders fear that the anticipation of inherited wealth will demotivate or disempower family members.The idea of discussing wealth transfer and inheritance issues can be daunting, but the rewards can prove significant when family members work together to improve communication and strengthen trust.

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