How to Use Trusts to Keep Inheritance in the Family -- Brandywine Oak Private Wealth

Описание: Many families worry about what happens to their wealth after they’re gone, especially when it comes to keeping assets within the bloodline. In this conversation, Brandywine Oak CEO Michael Henley sits down with estate attorney Matt D’Amelio to discuss the role of trusts in protecting your legacy.

Together, they review:
• How trusts can help keep wealth in the family across generations
• Ways to protect inherited assets from divorcing spouses
• Why coordinating your estate plan with your advisory team is so important

Whether you’re reviewing an existing plan or thinking ahead for your family, this video sheds light on what it takes to keep your hard-earned wealth where you intend it to go.

Watch the video to learn how planning and trust structures can support your family's long-term objectives.

For guidance with wealth management and tax planning, call (484) 785-0050, email [email protected], or schedule a consultation online.

Timestamps:
00:03 – Introduction: Meet Michael Henley & Matt D’Amelio
00:23 – Why Estate Attorneys and Wealth Advisors Should Collaborate
01:31 – The Importance of Coordinating Assets with Your Estate Plan
01:44 – Keeping Wealth in the Family Bloodline: How Trusts Work
02:27 – Protecting Children’s Inheritance & Divorce Protection
03:44 – Are All Assets Protected in a Trust? (Retirement Accounts, Insurance, etc.)
04:13 – What Happens If Assets Are Co-Mingled in Marriage?
04:42 – Closing Remarks & How to Get In Touch


Brandywine Oak Private Wealth was founded with a clear mission: provide personalized Family Wealth Plans to successful families who often lack the time, resources, and desire to manage their wealth effectively.


Learn more by visiting https://brandywineoak.com/