Investment Management Wealth Planning My Business Corporate & Institutional Wealth Advisory Corporate & Institutional Research & Insights About Us Emerald GEMS: Get Educated in Minutes A biweekly podcast series that helps you to plan for life’s major events The current health and economic climates are raising important questions about your business, family, and wealth situation. Our new podcast series – Emerald GEMS – is meant to address some of your most pressing concerns in a timely, concise and actionable manner. ALL EMERALD GEMS PODCASTS EPISODES A Well-Formulated Gifting Strategy Can Be Crucial to a Successful Wealth Plan Matthew T. Lee | Emerald GEMs Nov. 30, 2021—Gifting assets can help those in need while also providing the donor with potential tax benefits. In fact, a well-planned gifting strategy can reduce certain estate taxes, leaving your beneficiaries with a potentially larger inheritance upon your death. In today’s podcast, Director of Wealth Strategies Matthew Lee of Wilmington Trust’s Emerald Family Office & Advisory explores gifting and the critical role it can play in a successful wealth plan. Listen... Talking to Your Children About the Family Wealth Libby Turner, CEPA™️ | Emerald GEMs Nov. 16, 2021—Wealthy parents often avoid talking with their children about the family wealth. Some may feel the subject is taboo, others may worry that knowledge of an inheritance will negatively affect their kids. However, it is important to have these conversations to prepare your children for the wealth they will inherit. Listen... 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. Listen... 1 2 3 4 5 6 … 18 » TRENDING INSIGHTS A Well-Formulated Gifting Strategy Can Be Crucial to a Successful Wealth Plan Talking to Your Children About the Family Wealth How to Effectively Plan Your Business Exit Strategy Episode 42: Blockchain and the Future of Digital Transactions A Conversation with Estate Planning Hall of Famer Sharon Klein Sign up here to receive insights designed to help you succeed SIGN UP NOW HELP SITE MAP PRIVACY / SECURITY TERMS OF USE CAREERS LOCATIONS WILMINGTON TRUST INVESTMENT ADVISORS WILMINGTON FUNDS WTRIS M&T BANK PRESS RELEASES LOGIN © 2021 M&T Bank Corporation and its subsidiaries. All rights reserved. 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