Video: Life Insurance Needs for Business Owners

Alvina H. Lo and Brian Oard |
My Business
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Is your business set up to keep operating if you are not there to run it? Thompson Coburn LLP Partner Stephen B. Gorin discusses how life insurance for business owners is key in helping sustain business operations and cash flow, and pay taxes, in the event of your premature death with Wilmington Trust’s President, Western Region Brian Oard and Chief Wealth Strategist Alvina Lo.Download Transcript >Please see important disclosures at the end of the video.

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Video: Tax Exempt Organizations: Implications of the Trump Tax Act

Brian Oard |
Wealth Planning
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What steps are you taking to minimize the 21% excise tax payable on executive compensation in excess of $1,000,0000 for nonprofit organizations? Seyfarth Shaw LLP Partner Doug Mancino walks Wilmington Trust’s President, Western Region Brian Oard through the implications of the Trump Tax Act on executive compensation for nonprofit organizations.Download Transcript >Please see important disclosures at the end of the video.

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Video: Retirement Planning Implications of the Secure Act

Brian Oard and Alvina H. Lo |
Wealth Planning
Retirement-Planning-Implications-of-the-Secure-Act

What steps have you taken to help your clients update their estate plans with IRAs and other retirement plans? Henderson, Caverly, Pum & Trytten LLP Partner Steven E. Trytten sat down with Wilmington Trust’s President, Western Region Brian Oard and Chief Wealth Strategist Alvina Lo at the 2019 Hawaii Tax Institute to discuss how to maximize your estate plan to take advantage of the Secure Act changes.Download Transcript >Please see important disclosures at the end of the video.

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