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Wealth Management

Year-End 2021 Estate and Tax Planning Strategies

Year-End Estate and Tax Planning 2021

As we approach the end of 2021, it’s important to fine-tune your year-end planning to optimize your plan for today and prepare for what may come. To assist you on this journey, we at Wilmington Trust hosted a webinar, wrote an article, and created a presentation, all packed with valuable year-end planning advice and information, and all are available on this page for your convenience.

Watch the Webinar

On October 26, 2021, Wilmington Trust’s Chief Wealth Strategist Alvina Lo moderated a webinar featuring National Director of Advanced Financial Planning Bradley Crockett and Head of Fiduciary Planning Analyst Team Allison Pierce. These experts shared how it may be important to supplement your conventional year-end plan with some situational strategies, given the pending tax legislation and an uncertain economy.

Please note: This webinar was recorded prior to the latest legislative proposal by the House of Representatives on October 28, 2021. We are tracking developments closely and will be providing updates as the law becomes more clear. Also, while this webinar is similar to the original, it has been re-recorded to remove the interactive portions and allow for more seamless viewing.

Read the Article

Year-end planning often includes routine tasks to maintain or improve upon a strong financial position, which tend to apply regardless of your current situation. However, there are also situational strategies that you may consider given our current environment of potentially changing taxes, legislation, markets, and the economy. As another year end approaches, it’s important to fine tune your year-end estate and tax planning to best position yourself not only for this year, but for times ahead.


Meet Our Experts

Contact us if you have any questions.