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Podcast Series
Emerald GEMs: Get Educated in Minutes
A monthly podcast series that helps you to plan for life’s major events and to address some of your most pressing concerns in a timely, concise, and actionable manner.
Click "Learn more" after each GEM title for expanded information on each episode.
PODCAST
Emerald Gems
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Optimizing Your State and Local Tax (SALT) Deductions
Host: Thomas Kelley , CPA, CFP®, AEP®
Keeping Up with the Joneses – Why Standards Matter When Selling a Business
Host: Stuart A. Smith , III
A Well-Formulated Gifting Strategy Can Be Crucial to a Successful Wealth Plan
Host: Matthew T. Lee
Sustaining Wealth Over a Lifetime: Advice for the Next Generation
Host: Rachel Ling , CFP®
Consider Using Leverage—or Borrowing Against Your Investments—While Interest Rates are Low
Host: Rhonda A. Pirvulescu , CFP®
Overcoming the Grief Connected to the Sale of a Family Business
Host: Jerry Inglet , Ed.D
Using a Letter of Intent to Convey Important Information When Your Family Needs it the Most
Host: Andrew J. Horwitz , CFP®
Income Tax and Financial Planning Considerations in Mortgage Financing
Host: Matthew C. King , CFP®
The Importance of Wealth Planning Before Selling Your Business
Host: Bradley R. Crockett
Using Strategic Financing to Help Work Toward Achieving Your Wealth Transfer Goals
Host: Charlotte G. Philips
Using a SLAT as a Planning Strategy Offers Many Potential Benefits
Host: Andrew J. Horwitz , CFP®
Managing the Tax Basis of the Assets in Your Trust Can Reduce Income Taxes
Host: Thomas Kelley , CPA, CFP®, AEP®
Mentorship May Increase Next Gen Engagement in the Family Business
Host: Libby Turner , CEPA™️
The Timely Benefits of a Health Savings Account
Host: Matthew J. Mancini , CFP®, ChFC®, AEP®
The Importance of Executor Selection for Estate Settlement: Part Two
Host: Wilmington Trust
The Importance of Executor Selection for Estate Settlement: Part One
Host: Wilmington Trust
This podcast is for general information only and is not intended as an offer or solicitation for the sale of any financial product, service or other professional advice. The information in this podcast has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed. The opinions, estimates and projections expressed are subject to change without notice.
Wilmington Trust is not authorized to and does not provide legal or accounting advice. Wilmington Trust does not provide tax advice, except where we have agreed to provide tax preparation services to you. Our advice and recommendations provided to you are illustrative only and subject to the opinions and advice of your own attorney, tax advisor, or other professional advisor.
Diversification does not ensure a profit or guarantee against a loss. There is no assurance that any investment, financial or estate planning strategy will be successful. Past performance cannot guarantee future results. Investing involves risk and you may incur a profit or a loss.
Investment products are not insured by the FDIC or any other governmental agency, are not deposits of or other obligations of or guaranteed by Wilmington Trust, M&T Bank, or any other bank or entity, and are subject to risks, including a possible loss of the principal amount invested.
Note that a few states, including Delaware, have special trust advantages that may not be available under the laws of your state of residence, including asset protection trusts and directed trusts. Wilmington Trust Emerald Family Office & Advisory is a service mark and refers to wealth planning, family office, specialized transaction and other services provided by Wilmington Trust, N.A., a member of the M&T family.
Wilmington Trust is not authorized to and does not provide legal or accounting advice. Wilmington Trust does not provide tax advice, except where we have agreed to provide tax preparation services to you. Our advice and recommendations provided to you are illustrative only and subject to the opinions and advice of your own attorney, tax advisor, or other professional advisor.
Diversification does not ensure a profit or guarantee against a loss. There is no assurance that any investment, financial or estate planning strategy will be successful. Past performance cannot guarantee future results. Investing involves risk and you may incur a profit or a loss.
Investment products are not insured by the FDIC or any other governmental agency, are not deposits of or other obligations of or guaranteed by Wilmington Trust, M&T Bank, or any other bank or entity, and are subject to risks, including a possible loss of the principal amount invested.
Note that a few states, including Delaware, have special trust advantages that may not be available under the laws of your state of residence, including asset protection trusts and directed trusts. Wilmington Trust Emerald Family Office & Advisory is a service mark and refers to wealth planning, family office, specialized transaction and other services provided by Wilmington Trust, N.A., a member of the M&T family.