All Wealth Planning Content

Unlock the Borrowing Power of Your Portfolio

Jon D. Coppola |
Wealth Planning

Finance today’s needs without sacrificing tomorrow’s goals. A sudden need for significant funds arises—where should you turn?One strategy may be leveraging the assets in your portfolio to access liquidity.What do you need to know about using your holdings as collateral?We sat down with Jon Coppola, director of Private Banking at Wilmington Trust, for the skinny on potential rewards and risks of this complex yet engaging space.

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Minimizing State Income Tax Using Trusts

Jeffrey C. Wolken |
Emerald GEMs

February 9, 2021—Many people are familiar with personal trusts because they are common estate planning vehicles. However, a lesser known fact is personal trusts may also be used to minimize state income tax liabilities. By holding your wealth inside a trust, you may limit the ability of your home state to tax the trust’s income. In today’s podcast, National Director of Delaware Trust Planning, Jeff Wolken, discusses the steps you can take to mitigate state income tax.

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Negotiating a Strong Financial Settlement for Your Divorcing Clients

Christy L. Watkins, CFA |
Wealth Planning
Getty

Having a holistic view of your client’s entire financial picture can help lead to a successful settlement. As a divorce attorney, you have a unique opportunity during the divorce process to help set up your client for future financial independence and success. Having the right data and a holistic view of your divorcing client’s financial picture are important in achieving an advantageous settlement.

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