All Wealth Planning Content

A Well-Formulated Gifting Strategy Can Be Crucial to a Successful Wealth Plan

Matthew T. Lee |
Emerald GEMs

Nov. 30, 2021—Gifting assets can help those in need while also providing the donor with potential tax benefits. In fact, a well-planned gifting strategy can reduce certain estate taxes, leaving your beneficiaries with a potentially larger inheritance upon your death. In today’s podcast, Director of Wealth Strategies Matthew Lee of Wilmington Trust’s Emerald Family Office & Advisory explores gifting and the critical role it can play in a successful wealth plan.

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Talking to Your Children About the Family Wealth

Libby Turner, CEPA™️ |
Emerald GEMs

Nov. 16, 2021—Wealthy parents often avoid talking with their children about the family wealth. Some may feel the subject is taboo, others may worry that knowledge of an inheritance will negatively affect their kids. However, it is important to have these conversations to prepare your children for the wealth they will inherit.

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A Conversation with Estate Planning Hall of Famer Sharon Klein

Sharon L. Klein and William T. LaFond |
Wealth Planning

Bill LaFond, head of the Mid-Atlantic Region and the Family Wealth division for Wilmington Trust Wealth Management, sits down with Sharon Klein, president of the Eastern U.S. Region for Family Wealth, to discuss her approach in advising successful families and individuals, and to learn what has made her so successful in her career.

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