New federal tax exemption has wealth managers shifting estate plans

Matthew Lee, director of wealth strategies at Wilmington Trust's Emerald Family Office and Advisory, sits down with InvestmentNews anchor Gregg Greenberg to explain how financial advisors are updating estate plans in the wake of federal tax law changes.
  • Dec 02, 2025

Matthew Lee, director of wealth strategies at Wilmington Trust's Emerald Family Office and Advisory, sits down with InvestmentNews anchor Gregg Greenberg to explain how financial advisors are updating estate plans in the wake of federal tax law changes.

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