Top 6 Positive Planning Strategies in a Challenging Environment

Alvina H. Lo |
Wealth Planning
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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 may benefit from low interest rates and depressed asset values.  As with any planning strategy, it’s important to consult with your advisors to be sure you are incorporating strategies that are appropriate for your particular situation.

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Video: Why the First State Remains the Top Choice for Personal Trusts

Jeffrey C. Wolken |
Wealth Planning
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Delaware was the first state to pioneer many innovative trust laws, but the competition for trusts is fierce among the states. Wilmington Trust’s National Director of Delaware Trust Planning Jeff Wolken sits down with Editor in Chief of Trusts & Estates magazine, Susan Lipp, at the 54th Annual Heckerling Institute on Estate Planning to share his insights on how Delaware sets itself apart from other states.Please see important disclosures at the end of the video.

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Video: Divorce – Minimize the Impact/Maximize the Leverage

Sharon L. Klein |
Wealth Planning
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Practitioners and their clients need to be aware of the new tax treatment of alimony – and its implications – when planning a divorce. President of Family Wealth for Wilmington Trust’s Eastern U.S. Region, Sharon Klein, shares her insights on how today’s tax laws are reshaping the divorce landscape with Editor in Chief of Trusts & Estates magazine, Susan Lipp, at the 54th Annual Heckerling Institute on Estate Planning.

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