All Wealth Planning Content

Stretching Your Charitable Dollars

Carol G. Kroch |
Wealth Planning
helping hand with the sky sunset

With today’s coronavirus crisis, giving to charity is even more important than ever. In a time of such great need, how can you create a charitable gift strategy that reflects your values, helps those who need it most, and stretches your charitable dollars most effectively? The need is so great that it can be overwhelming to know where to begin.You may be unsure who to give to and uncertain about some of the new tax rules that impact charitable giving.

Read More...


Video: Elder Abuse: The Risks of Third Party Fraud

Brian Oard |
Wealth Planning
Elder Abuse Third Party Fraud.png

What steps have you taken to help your clients protect, monitor, and limit access to financial information from caregivers and other potential outside predators? Patrick Conley, CEO, Franklin Global Inc., met with Wilmington Trust’s President, Western Region Brian Oard and Chief Wealth Strategist Alvina Lo at the 2019 Hawaii Tax Institute to outline important steps families should take to protect their love ones from elder abuse.

View Video...


Video: Tax Exempt Organizations: Implications of the Trump Tax Act

Brian Oard |
Wealth Planning
Doug M 1.png

What steps are you taking to minimize the 21% excise tax payable on executive compensation in excess of $1,000,0000 for nonprofit organizations? Seyfarth Shaw LLP Partner Doug Mancino walks Wilmington Trust’s President, Western Region Brian Oard through the implications of the Trump Tax Act on executive compensation for nonprofit organizations.Download Transcript >Please see important disclosures at the end of the video.

View Video...