Jan. 11, 2022—Many people start off the year with a list of New Year’s resolutions, usually centered around health and personal improvement. This year, however, it may be wise to make an extra resolution to get your financial health in shape. In today’s podcast, Chief Wealth Strategist Alvina Lo of Wilmington Trust’s Emerald Family Office & Advisory shares the top six things you can do in the new year to maintain a healthy wealth plan throughout 2022 and beyond.
The end of the year is looming and soon we’ll be filing taxes for 2021. If a divorcing couple was previously married filing jointly, they should consider rethinking their tax filing status.
When a marriage ends and a spouse is a trust beneficiary, are the trust assets accessible or off limits in a divorce? Wilmington Trust’s Sharon Klein, president, Eastern U.S.