Podcast: Year-End 2019 Planning Strategies

Alvina H. Lo |
Wealth Planning
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Wilmington Trust’s Chief Wealth Strategist, Alvina Lo, shares her insights on this podcast about the “Top 5” planning strategies you can employ to help you achieve long-term tax saving success in 2019 and beyond.  While tax planning should always be top of mind, a little extra time spent before December 31 can help optimize your tax positioning now and in the years ahead.

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Podcast: Liberace and Planning for LGBTQ Clients

Bruce F. Hoffmeister |
Wealth Planning
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Wilmington Trust Wealth Strategist Bruce Hoffmeister shares his insights on this podcast with wealthmanagement.com about the issues within the estate of Liberace, Mr. Showmanship himself. In this discussion, he uses the infamous Liberace palimony case on behalf of the performer’s former chauffeur and live-in lover to highlight how far the LGBTQ community still has to go, legally speaking.

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North Carolina v. Kaestner: The Recent U.S. Supreme Court Case on State Fiduciary Income Tax

Richard W. Nenno |
Wealth Planning
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ACTEC Fellow and Senior Trust Counsel, Dick Nenno, discusses the U.S. Supreme Court’s ruling on a case involving issues of state fiduciary income tax, North Carolina vs. Kaestner, on this ACTEC podcast. Listen to Podcast  This podcast is for general information only and is not intended as an offer or solicitation for the sale of any financial product, service or other professional advice. Professional advice always requires consideration of individual circumstances.

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