6 Higher Education Insights in a COVID-19 World and Beyond

Wilmington Trust |
Wealth Planning
COVID Higher Learning 2 NC.jpg

Students, families, and higher education institutions navigate a new course of study together.The world’s developments in recent months have charged college students and their parents with evaluating their educational path with a slightly different lens and level of precaution.With so many variables at play, it often takes an education just to plan for higher education, especially in unprecedented times like today.

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7 Ways to Make Tax Time Less Taxing

Wilmington Trust |
Wealth Planning

A roundup of advice for taxpayers, investors, and philanthropists during tax season. Enhance portfolio diversification by pooling concentrated holdings and cut capital gains when you sell stocks.Reduce state income taxes, which can be considerable in certain states.Make charitable gifts in the most tax-savvy fashion.Tax time. “It’s the most wonderful time of the year,” said no one ever.

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A Strategic Approach to Buying a Yacht

Wealth Planning
Yacht Article NC.jpg

Customized financing and tax and ownership advice can help amplify the benefits of your purchase. When it comes to purchasing a luxury marine craft such as a yacht, it’s important to ensure that you understand all the implications that come with it before you dive in.Considerations such as ownership structure, taxes, insurance, and where to register your yacht are equally important.

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