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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Navigating the Wealth Transfer Landscape

Wealth Planning
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Read our research report on inheritance planning and communication.How do you prepare your children for their inheritance without demotivating them?What is the sense of stewardship responsibility among inheritors?Are you communicating with your family or advisor about the impact of wealth on relationships?Many families struggle with inheritance communications and planning, but if done carefully, can set a new generation up to be responsible stewards of both wealth and legacy.