All Wealth Planning Content

The Importance of Wealth Planning Before Selling Your Business

Bradley R. Crockett, CFP®, CEPA™️ |
Emerald GEMs

March 9, 2021—When you start to think about selling your business and retiring, it’s important for you to know what your company is worth. However, the current market value may be different from what you will need to maintain your desired lifestyle and meet your retirement goals over the long term. In today’s podcast, National Director of Advanced Financial Planning Brad Crockett explores the importance of personal financial planning before you sell your business.

Listen...


Suddenly Single? How Women Can Thrive After Divorce or Spousal Loss

Sharon L. Klein |
Wealth Planning

Aside from being a huge life change personally and emotionally, being divorced or widowed can seem overwhelming from a planning and financial standpoint. The global pandemic has added an extra layer of stress and complexity in navigating a divorce or estate proceedings around court closings and delays, and against the backdrop of a volatile economy.

Read More...


Using Strategic Financing to Help Work Toward Achieving Your Wealth Transfer Goals

Charlotte G. Philips |
Emerald GEMs

February 23, 2021—Customized financing solutions can play a significant role in your wealth plan. In fact, an estate or succession plan that includes appropriate borrowing strategies can help preserve a family’s legacy and enable a more efficient wealth transfer from one generation to the next. In today’s podcast, Wilmington Trust Private Banking Group Manager Charlotte Philips discusses how you can use strategic financing to help work toward achieving your wealth transfer goals.

Listen...