Top 6 Positive Planning Strategies in a Challenging Environment

Alvina H. Lo |
Wealth Planning
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Amid chaos, there is a silver lining for estate planning opportunities. Although we are facing many challenges on the health, economic, and market fronts, we would be remiss not to explore the positive ways that your estate plan can benefit from low interest rates and depressed asset values.There are several wealth and estate planning strategies that are particularly attractive in this kind of climate.

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Videos: Tax Considerations for Private Foundations and Charitable Trusts

Brian Oard and Alvina H. Lo |
Wealth Planning
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Wilmington Trust’s Brian Oard and Alvina Lo sat down with Doug Mancino, a Partner with Seyfarth Shaw, at the 2018 Hawaii Tax Institute Conference to discuss the factors families should consider when establishing private foundations and preserving their charitable legacy.Issues Facing Private FoundationsCharitable LegacyPlease see important disclosures at the end of each video.

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Videos: Wealth Transition & Legacy Planning Strategies

and Alvina H. Lo |
Wealth Planning
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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.

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