All Wealth Planning Content

Sustaining Wealth Over a Lifetime: Advice for the Next Generation

Rachel Ling, CFP® |
Emerald GEMs

Nov. 2, 2021—Regardless of when you receive an inheritance or earn your income, sustaining wealth over your lifetime takes deliberate planning. It is important to follow a budget that is carefully designed to help you achieve your goals. In today’s podcast, Wealth Planning Analyst Rachel Ling of Wilmington Trust’s Emerald Family Office & Advisory, discusses smart budgeting strategies to help your money last throughout your lifetime.

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COVID-19, Your Divorce, and Your Financial Future

William T. Bennett, CFA and Christy L. Watkins, CFA |
Wealth Planning
Great concept of divorce in quarantine due to the 2019 coronavirus pandemic. Face mask cut in half with wedding rings.

The long-term impacts of the COVID-19 pandemic are numerous and far-reaching. It will likely take time to fully comprehend how much everyday life has changed since March 2020. From doorstep grocery delivery to virtual meetings, there are positive and negative aspects to which individuals are still adjusting. After living in close quarters through quarantine, it may come as no surprise that many marital partners are considering divorce.

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Year-End Estate and Tax Planning 2021

Allison K. Pierce and Bradley R. Crockett, CFP®, CEPA™️ |
Wealth Planning

Now is the time to consider both conventional and situational strategies.Routine year-end planning includes income tax, capital gains, annual exclusion gifting, and estate planning considerations.Supplementing your routine strategies with situational strategies can help further enhance your financial and tax positions.A well-coordinated plan is key to utilizing this year’s opportunities and being well prepared for what may come in the future. First and foremost, wealth planning is a process.

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