New federal tax exemption has wealth managers shifting estate plans

Name: New federal tax exemption has wealth managers shifting estate plans
Uploaded: 2025-12-02T20:02:39Z
Description: 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.

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.