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.
Implement the comprehensive college admission strategy that works best for you. Both you and your student should be well-prepared before it’s time to begin the college application process. Developing a college planning roadmap will help you avoid the anxiety of a high school senior year crunch.
Wilmington Trust’s Alvina Lo, Brian Oard and Adam Bakhash 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.