As we approach the end of 2022, it's important to revisit your tax and estate plans to make sure you are ready for what may lie ahead. To assist you on this journey, Wilmington Trust hosted a year-end planning webinar, wrote a detailed article that outlines our views, and prepared a presentation for an at-a-glance view of our year-end considerations.
On October 20, 2022, Wilmington Trust's Chief Wealth Strategist Alvina Lo moderated a year-end planning webinar featuring Wealth Planning Team Leader Matthew Mancini and Director of Wealth Strategies Dolly Donnelly. These planning professionals shared their advice on how to combine both routine planning strategies with opportunities specific to the current market environment that may help optimize your tax and financial situation.
Wilmington Trust is not authorized to and does not provide legal or accounting advice. Wilmington Trust does not provide tax advice, except where we have agreed to provide tax preparation services to you. Our advice and recommendations provided to you are illustrative only and subject to the opinions and advice of your own attorney, tax advisor, or other professional advisor.
As another new year approaches, now may be the time to assess whether your wealth plan is still on track to help you achieve your long-term goals, or should you make changes that could strengthen your plan for the future? Even though there are no imminent tax law changes on the horizon, it may still be a good idea to review your plan, making sure it takes into account routine planning strategies as well as those that are specific to the current market conditions.
Chief Wealth Strategist
Wealth Planning Team Leader
Director of Wealth Strategies
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