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Divorce Planning Solutions

Divorce Planning Solutions

Facing a divorce brings many emotional as well as financial concerns. Being well-informed of all of your options during the difficult time of divorce is your best strategy for success. Let Wilmington Trust help you feel confident that you are making the right decisions for your financial future with the trusted guidance you need.

Assessing your most important financial needs

As you segue from one chapter of your life to the next, we can help you address the many financial and planning considerations involved. Our solutions include:

Deposit and custom credit solutions
Our Private Banking team can help open deposit accounts in your client's individual name that are tailored to his or her specific situation, and provide custom credit for unforeseen expenses, real estate purchases, business investments, and other needs. A new, personalized, credit card will also allow your client to finance important purchases. Deposit and loan services provided by M&T Bank.

Financial planning
Our financial planning team offers a comprehensive financial plan analyzing the changes in your cash flows from assets received, alimony received, changes in expenses, and other cash flows expected after dissolution of marriage. We can help balance projected expenses against maintaining your preferred lifestyle.

Estate planning document review
Reviewing all important planning documents is critical to be sure that your heirs are provided for as you wish. We can also act as a central repository for all of these documents, including wills, trusts, powers of attorney, and healthcare directives, if needed.

Fiduciary/Personal trust administration
Wilmington Trust is and always has been a fiduciary whether acting as trustee or as investment manager. When trusts are utilized to protect settlement payments, our experienced personal trust team provides comprehensive administration services for current and future generations.

Business valuation review
For any business that has been appraised as part of the settlement process, our team can review the appraiser's valuation report and provide insights.

Investment management
Our team can tailor a portfolio based on your client's specific parameters, including liquidity needs, time horizon, risk tolerance, and other factors. Our differentiated investment process is designed to manage risk, maximize tax efficiency, minimize investment costs, and diversify among asset classes.

Insurance review
We provide a detailed analysis of your health, life, disability, and long-term care insurance, identifying what actions might be recommended, including reviewing policy ownership and beneficiary designations, and understanding who has responsibility for premium payments.

Higher education planning
Our team provides projections and analytics delineating future costs of college based on the ages of your children and colleges under consideration. Then, we conduct financial aid analysis and calculate projections to determine the impact of lump sum settlements.

Philanthropic planning
Prior to division in divorce, we can review any existing private foundations and charitable vehicles to be certain they are still in line with your goals and wishes. We'll also explore potential charitable techniques that could be utilized for property settlement and support payments to help minimize your tax burden.

We will work together to explore the best options to position you for a successful financial future in the most sensitive and productive way.

Let our team help you create the security you need with the solutions that are right for you.

There is no assurance that any investment, financial, or estate planning strategy will be successful.



Sharon L. Klein
Sharon Klein
Tri-State Region President, Wilmington Trust, N.A.
212-415-0547
Email Sharon
Bruce Hoffmeister
Bruce Hoffmeister
Director of Wealth and Fiduciary Planning
212-415-0547
Email Bruce
Anne Stclair
Anne St. Clair
Vice President
Private Banking
212-415-0547
Email Anne
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Wilmington Trust is a registered service mark. Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation. Wilmington Trust Company, operating in Delaware only, Wilmington Trust, N.A., M&T Bank and certain other affiliates, provide various fiduciary and non-fiduciary services, including trustee, custodial, agency, investment management and other services. International corporate and institutional services are offered through Wilmington Trust Corporation's international affiliates. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.

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  • Are NOT Deposits  • Are NOT FDIC Insured  • Are NOT Insured By Any Federal Government Agency  • Have NO Bank Guarantee  • May Go Down In Value  

Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank, Wilmington Trust Company, or Wilmington Trust, N.A.

Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.

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