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Four Ways to Use Charitable Giving to Engage Your Family in Estate Planning episode artwork

EPISODE · Aug 14, 2024 · 9 MIN

Four Ways to Use Charitable Giving to Engage Your Family in Estate Planning

from Wilmington Trust’s Get Educated in Minutes · host Wilmington Trust

Estate planning can be complex, and many people want to do everything they can to ensure both their assets and their heirs are successful. One of the best ways to achieve this goal is to engage your entire family in the process. But when is the right time to bring the conversation up? Who should be involved? What should be shared? Listen as Alexa Broida, family legacy advisor for Wilmington Trust’s Emerald Family Office & Advisory® shares four ways to engage your family in estate planning.

What this episode covers

Estate planning can be complex, and many people want to do everything they can to ensure both their assets and their heirs are successful. One of the best ways to achieve this goal is to engage your entire family in the process. But when is the right time to bring the conversation up? Who should be involved? What should be shared? Listen as Alexa Broida, family legacy advisor for Wilmington Trust’s Emerald Family Office & Advisory® shares four ways to engage your family in estate planning.

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Four Ways to Use Charitable Giving to Engage Your Family in Estate Planning

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Frequently Asked Questions

How long is this episode of Wilmington Trust’s Get Educated in Minutes?

This episode is 9 minutes long.

When was this Wilmington Trust’s Get Educated in Minutes episode published?

This episode was published on August 14, 2024.

What is this episode about?

Estate planning can be complex, and many people want to do everything they can to ensure both their assets and their heirs are successful. One of the best ways to achieve this goal is to engage your entire family in the process. But when is the...

Can I download this Wilmington Trust’s Get Educated in Minutes episode?

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