Wilmington Trust’s Get Educated in Minutes

Wilmington Trust
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The Wilmington Trust Get Educated in Minutes podcast series is designed to help you prepare for life’s major financial milestones. Tune in for expert insights on wealth management, estate planning, and retirement strategies—all in just minutes.

  1. MAR 12

    From Taboo to Trust: Why Wealth Conversations Matter

    Why is talking about family wealth so important—and why does it feel so difficult? In this episode, Laura Russo, Senior Wealth and Fiduciary Planning Analyst at Wilmington Trust, explores why discussing family wealth is essential and highlights how open communication, a clearly defined family mission statement, a well‑communicated financial plan, and a thoughtful family governance structure can strengthen relationships, align values across generations, and protect your long‑term financial legacy. Gain insights into family wealth management, estate planning, philanthropy, and legacy planning to help normalize money conversations and build a lasting, values‑driven future.

    10 min

  2. 12/31/2025

    Philanthropy and Legacy: Preparing Heirs for Wealth Stewardship

    Estate planning isn’t just about transferring assets—it’s about preserving your wealth and values for future generations. One powerful way to do this is through philanthropy. Giving back can teach financial literacy, instill gratitude, and create a shared sense of purpose within your family. In this episode, Alexa Broida, family legacy advisor for Wilmington Trust’s Emerald Family Office & Advisory®, explores three practical strategies to use charitable giving as a tool for family education and unity, so your legacy can thrive for years to come.

    9 min

  3. 11/19/2025

    What Is an Irrevocable Life Insurance Trust?

    For many individuals, the purchase of life insurance is designed to mitigate risks including replacing income in the event of a premature death, leaving a legacy for heirs, and providing a source of liquidity for the payment of estate taxes. For those focused on the last of those risks—providing a source of liquidity for estate taxes—it can be particularly beneficial to consider using an irrevocable life insurance trust to own their life insurance policies. Listen as Dolly Donnelly, director of Wealth Strategies for Wilmington Trust’s Emerald Family Office & Advisory®, discusses what an irrevocable life insurance trust is and when you might consider using one.

    11 min

  4. 09/16/2025

    Sustaining Wealth Over a Lifetime

    Often, financial conversations focus on wealth accumulation. However, sustainability is also an important consideration at each stage of your financial life. It requires planning, discipline of following a budget, and the ability to adapt your plan as your life changes. In this episode, Laura Russo, senior wealth & fiduciary planning analyst for Wilmington Trust’s Emerald Family Office & Advisory®, offers her insights on creating a financial plan that is built to last.

    12 min

  5. 08/26/2025

    Paying or Deferring Estate Taxes Attributed to Business Assets

    In general, the portion of a decedent’s estate value in excess of an exempt amount is taxed at a federal rate of 40%. When a decedent’s estate includes a significant and illiquid business asset, the administrator is often faced with making a decision on how to pay a very large tax bill within a very short window of time. It is important to know when a potential deferral of payment is applicable and the potential financing options for payment of the estate taxes. In this podcast, Lisa Ligas, national director of wealth strategies for Wilmington Trust’s Emerald Family Office & Advisory®, offers her insights.

    9 min

  6. 08/26/2025

    Are You Prepared for Potential Tax Law Changes?

    2025 is shaping up to be a critical year for tax planning. Many individuals took a wait and see approach to the potential expiration of some provisions of the Tax Cuts and Jobs Act of 2017 (TCJA). Now that we have a better understanding of the priorities of the current administration, it’s time to be proactive and help you  understand your options and prepare you for when the law does change at the end of the year. Listen as Alvina Lo, chief wealth strategist, shares her insights.

    9 min

  7. 08/21/2025

    Planning for the Family Vacation Home

    Many individuals own vacation homes in addition to their primary residences. Frequently, these properties not only have significant economic value but also hold sentimental value. For this reason, incorporating them into an overall wealth and estate plan is critical. Select a plan that is appropriate for your situation. In today’s episode, Matthew Lee, director of Wealth Strategies for Wilmington Trust’s Emerald Family Office & Advisory® helps answer the question, how can holding a vacation home in a limited liability company enhance an overall estate plan?

    11 min

  8. 07/29/2025

    What the New Tax Law Means for You, Your Family, and Your Business

    The passage of the One, Big Beautiful Bill Act (OBBBA) provides some much desired clarity on how the tax landscape for individuals and businesses will look beginning on January 1, 2026. While we are continuing to unpack this new tax bill and its ramifications, Josh Landsman, senior wealth strategist for Wilmington Trust’s Emerald Family Office & Advisory®, offers outlines key takeaways along with some planning considerations in the areas or personal income tax, business tax, and estate tax.

    10 min
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The Wilmington Trust Get Educated in Minutes podcast series is designed to help you prepare for life’s major financial milestones. Tune in for expert insights on wealth management, estate planning, and retirement strategies—all in just minutes.

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