All Wealth Planning Content

Planning for the Family Vacation Home

Matthew T. Lee |
Emerald GEMs

May 10, 2022—Many parents want to keep their cherished vacation home in the family for future generations but are not sure of the most appropriate method for transferring the property. In this podcast, Director of Wealth Strategies Matthew Lee of Wilmington Trust’s Emerald Family Office & Advisory discusses how holding property in a limited liability company (LLC) may accomplish several goals at once.

Listen...


May 2022 Monthly Tip – Custody Battles can be Fierce…over the Pets: Protect Pets in Divorce

Sharon L. Klein |
Divorce Monthly Tips
French bulldog with two hands divorce isolated

Our Monthly Tip, as featured in Family Lawyer Magazine: In celebration of national pet month, let the month of May serve as a reminder to protect our beloved four-legged friends. It should come as no surprise to animal lovers that the majority of pet owners (85% of dog owners and 76% of cat owners according to an American Veterinary Medical Association Pet Ownership and Demographics Sourcebook) consider their fuzzy friends to be members of the family.

Read More...