Episode 9: Pivots, Protections, and Possibilities for College Students and Parents

Jerry Inglet, Ed.D |
Emerald GEMs

June 30—Current day circumstances are prompting college students to possibly pivot from their pre-COVID-19 plans in ways that explore alternate possibilities and protections—all of which can be framed by asking the right questions in this moment.

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Videos: Wealth Transition & Legacy Planning Strategies

Brian Oard |
Wealth Planning
Brian Alvina Hawaii 2018.png

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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