All Wealth Planning Content

Selling Your Business: Building the Right Team

Alvina H. Lo and Brian Oard |
My Business
David Iannini_Hawaii Tax.png

Do your clients have the right team in place to help maximize the sale proceeds of net income and estate taxes? William & Henry Associates Chairman, President & CEO David Iannini sat down with Wilmington Trust’s President, Western Region Brian Oard and Chief Wealth Strategist Alvina Lo at the 2019 Hawaii Tax Institute to review what resources you need to help ensure things go smoothly when selling your business, with maximum benefit to you.

View Video...


Episode 2: Is There a Planning Silver Lining to This Economic Downturn?

Alvina H. Lo |
Emerald GEMs
45305_Emerald GEMS Expanded (002).jpg

May 12, 2020—In this time of economic and market uncertainty, many are asking: Is there a planning silver lining to this economic downturn? Chief Wealth Strategist Alvina Lo discusses how using a grantor retained annuity trust (GRAT) as an estate planning tool may be beneficial in our current economic climate. Why? Because its success is tied to two things: low interest rates and low valuation of assets—both of which we have today.

Listen...


Episode 1: Powers of Attorney and Health Care Proxies

Marguerite C. Weese |
Emerald GEMs
45305_Emerald GEMS Expanded (002).jpg

May 5, 2020—In this time of uncertainty, many are anxious about what they need to do to ensure their affairs are in order. What do I do if I get sick or I’m quarantined? Who will handle my affairs? How do I even get these documents signed? National Director of Family Legacy Strategies, Marguerite Weese, provides some valuable guidance as you consider the importance of keeping your key documents up to date, particularly during these turbulent times.

Listen...