On May 7, Wilmington Trust and wealthmanagement.com hosted an informative webinar on Intentional Inheritance. Our family legacy experts shared their professional advice on how to plan for the successful transfer of your family’s wealth, especially during these turbulent times.

View the webinar now to hear Marguerite Weese, national director of family legacy planning, Jerry Inglet, family legacy advisor, and Libby Turner, family legacy coordinator, explain the five things you can do now with your family that can help set you up for future success.

Additional Resources:

Intentional Inheritance Planning

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The information provided herein is for information purposes only and is not intended as an offer or solicitation for the sale of any tax, estate planning or financial product or service or a recommendation or determination that any tax, estate planning or investment strategy is suitable for a specific investor. Note that tax, estate planning and financial strategies require consideration for suitability of the individual, business or investor, and there is no assurance that any strategy will be successful.

This presentation is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. If professional advice is needed, the services of a professional advisor should be sought.

Wilmington Trust is not authorized to and does not provide legal, accounting or tax advice. Our advice and recommendations provided to you is illustrative only and subject to the opinions and advice of your own attorney, tax advisor or other professional advisor.

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