Hamburger Menu Search Button Wilmington Trust Logo 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. Download the Webinar Presentation 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. Read the Article Meet Our Experts Alvina Lo Chief Wealth Strategist 212.415.0567 Email Brad Crockett National Director, Advanced Financial Planning 410.986.5655 Email Allison Pierce Head of Fiduciary Planning Analyst Team 302.651.1237 Email Contact us if you have any questions. First Name* Last Name* Email* Phone Message Connect Search Contact Locations Help Follow Us Our Firm Our Advantage Investor Relations Newsroom Careers CLIENT LOGIN Webfolio WT365 WTIA Cash reporting Wilmington Funds M&T Bank Privacy & Security Terms of Use Site Map Disclosures: © 2021 M&T Bank Corporation and its subsidiaries. All rights reserved. Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. 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