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Fiduciary services are provided by Wilmington Trust Company operating in Delaware only and Wilmington Trust N.A. All rights reserved. page 1 of 2 PHASE TWO PERSONAL CAPITAL PLANNING FOR CAPITAL ASSETS OUTSIDE THE BUSINESS Access to capital markets advice Appropriate risk-adjusted investment of liquid assets for short- and long-term goals Risk management Personal health life disability long-term care insurance Diversification of assets also considering business assets in asset portfolio...
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WEALT stands for Wealth and Income Tax Return which is a form used to report assets, income, and liabilities for tax purposes.
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Individuals and entities meeting certain wealth and income thresholds are required to file WEALT.
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The purpose of WEALT is to help tax authorities assess the tax liability of individuals and entities based on their financial status.
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