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2023 Estate and Tax Planning: Optimizing Planning Opportunities Amid the Uncertainty

As we approach the end of 2023, 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, provided a year-end planning checklist and prepared a presentation for an at-a-glance view of our year-end considerations. 

Watch the Webinar

On October 17, 2023, Wilmington Trust's Chief Wealth Strategist Alvina Lo moderated a year-end planning webinar featuring Director of Wealth Strategies Tammy Calabrese and Wealth Planner Cailin MacLean. These planning professionals discussed important tax and estate planning opportunities that may help optimize your financial situation during this period of economic uncertainty. Learn how the newly enacted retirement planning legislation and a more restrictive estate planning framework on the horizon may affect your planning strategy at year end and beyond.

Read the Article

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? The ever-changing nature of families and business situations, along with an uncertain economic environment, underscores the importance of year-end planning. Review the considerations outlined in this article and make any necessary adjustments to help ensure your income, estate, and gift tax strategies are in alignment with your current situation.

2023 Year-end Planning Checklist

Download an at-a-glance financial checklist to help guide you through year-end planning. This convenient tool contains a summary of the tax and estate planning considerations that were discussed during this webinar. Be sure to check these items off your list to help prepare for the new year ahead.

If you would like to discuss the strategies listed in the year-end planning checklist, please contact your Wilmington Trust advisor.

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. 

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