GEMs Podcast
GEMs Podcast
Podcast Description
The Wilmington Trust GEMs podcast series to help you plan for life’s major events.
Podcast Insights
Content Themes
The podcast covers a range of financial planning themes including estate planning, tax reform, charitable giving, and wealth education. Specific episodes discuss topics such as the impact of the SECURE Act 2.0 on retirement planning, strategies for engaging family in estate planning, and understanding state residency rules for tax purposes, providing listeners with actionable insights and relevant financial knowledge.

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.
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.

Disclaimer
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