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.

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

Sharon L. Klein |
Wealth Planning

While divorce or loss of a spouse is challenging for everyone involved, it’s often a tougher burden for women who may not have been intimately involved in the family’s finances, actively participating in a family business, or even privy to the various professionals who helped manage and protect the family’s wealth.When couples face divorce, there are myriad issues and concerns that need to be navigated. When a wealthy couple divorces, those issues become imminently more complex.

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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.

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