Thursday, February 23, 2012

Advisory Trust – The Delaware Advantage

"Seizing the Opportunity to Make Gifts that Work for Families" - Advisory Trust ("Authored by Wilmington Trust's Carol Kroch, Head of Wealth and Financial Planning and Managing Director, Charitable Trusts, this article discusses estate tax relief enacted at the end of 2010 that offers unprecedented opportunities for high-net-worth families to transfer wealth through the end of 2012. Carol focuses on some of the decision points that families need to think about as they transition wealth to the next generation, and also looks at some of the most helpful ways to transfer wealth in a tax-efficient way during this exceptional two-year window of opportunity.")