All Wealth Planning Content

Ten Tax Considerations in Divorce

Wealth Planning

Taxes may not be the top priority of your clients when you are helping them through a divorce. There are many decisions made in a divorce that can impact your clients’ tax situations for a long time. These decisions can be costly and if you are not aware of the tax implications, then any additional tax costs may not be accounted for in the divorce settlement.


Creating a Family Motto

Jerry Inglet, Ed.D, CFT-I™ |
Emerald GEMs

December 22, 2020—Over this past year, many families have grappled with topics from the pandemic to politics, perhaps disrupting family harmony. With the uneasiness that 2020 presented, has your family defined a concise purpose for the new year that drives goals? In today’s podcast, Family Legacy Advisor Jerry Inglet discusses both the importance of establishing your family’s purpose and how to supplement it with the development and use of a family motto.


Essential Estate Planning Considerations for Blended Families

Nicole Pursley |
Emerald GEMs

December 15, 2020—For blended families, complex estate planning issues often arise as you try to balance the needs of your current spouse with those of your children. It is important to have proper documents in place if you want control over how your assets will be distributed upon your death. In today’s podcast, Nicole Pursley, senior analyst for Wilmington Trust’s Emerald Advisory Services, discusses some of the most essential estate planning considerations for blended families.