All Wealth Planning Content

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.

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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 can 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, GEM 32 — 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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