May 5—In this time of uncertainty, many are anxious about what they need to do to ensure their affairs are in order. What do I do if I get sick or I’m quarantined? Who will handle my affairs? How do I even get these documents signed? National Director of Family Legacy Planning, Marguerite Weese, provides some valuable guidance as you consider the importance of keeping your key documents up to date, particularly during these turbulent times.
March 25, 2020—Tony is joined by Wilmington Trust’s Chief Planning Officer Don DiCarlo, who shares his insights on several wealth planning opportunities that can be particularly beneficial during the current market environment.
Amid chaos, there is a silver lining for estate planning opportunities. 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 can benefit from low interest rates and depressed asset values.There are several wealth and estate planning strategies that are particularly attractive in this kind of climate.