All Wealth Planning Content

Podcast: Year-End 2019 Planning Strategies

Alvina H. Lo |
Wealth Planning
Year-End-Tax-Planning-Image.jpg

Wilmington Trust’s Chief Wealth Strategist, Alvina Lo, shares her insights on this podcast about the “Top 5” planning strategies you can employ to help you achieve long-term tax saving success in 2019 and beyond.  While tax planning should always be top of mind, a little extra time spent before December 31 can help optimize your tax positioning now and in the years ahead.

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No Other State Matches the Delaware Advantage in Trust Law

Jeffrey C. Wolken |
Wealth Planning
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The facts show Delaware is a top jurisdiction for personal trusts with its flexible laws, a robust trust infrastructure, and a depth of talented professionals who serve this industry. While promoting their own trust services, other states at times present subjective information as fact, which can be misleading.Practitioners looking to find the right home for their clients’ personal trusts choose Delaware to take advantage of its favorable laws.

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What Family Law Practitioners Must Know About the New Tax Laws

Sharon L. Klein |
Wealth Planning
A group of professionals having a meeting.

The 2017 Tax Cuts and Jobs Act created significant ramifications in the divorce context, particularly on the income tax front. This article discusses seven areas impacted by the current tax laws–including taxation of trust income and other important considerations.Issues including taxation of alimony payments, the suspension of the personal exemption and the miscellaneous itemized deduction, as well as possible higher valuations for closely held businesses, are also covered.

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