Year-end Estate and Tax Planning 2024
Keep Calm and Plan On.
Even though there may be no imminent tax law changes or concerns, shifting personal lives and financial situations make routine year-end planning critical. Implementing a plan that combines both fundamental strategies with opportunities specific to the market environment in 2024 may help optimize your tax and financial situation and create some certainty and peace of mind.
Contact us today to discuss your personal situation.
Watch the Webinar
On October 22, Wilmington Trust's Chief Wealth Strategist Alvina Lo moderated a year-end planning webinar featuring Wealth Planning Team Leader Matthew Mancini and Director, Wealth Strategies, Jeffrey Wolken. These planning professionals discussed seven year-end action items that could help optimize and evolve your wealth plan for the ever-changing conditions that may impact it.
Additional Resources
2024 Year-End Planning: Keep Calm and Plan On
In light of the potential changes surrounding the economy, tax legislation, and even your own personal situation, now is the time to review your wealth plan. Matt Mancini and Jeffrey Wolken lay out our top seven tax and estate planning action items to consider before the end of 2024.
Year-End Planning Checklist
As you prepare for the year ahead, our planning checklist can help you stay on track. Use this guide to organize and prioritize what you need to get done before the end of the year. Reach out to your Wilmington Trust advisor to discuss these planning strategies.
Meet our Planning Professionals
Alvina H. Lo
Chief Wealth Strategist
Matthew J. Mancini
CFP®, ChFC®, AEP®
Wealth Planning Team Leader
Jeffrey C. Wolken
Director, Wealth Strategies
We welcome the opportunity to meet with you and learn more about your needs.
Contact us today.
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Wilmington Trust is not authorized to and does not provide legal or tax advice. Our advice and recommendations provided to you is illustrative only and subject to the opinions and advice of your own attorney, tax advisor or other professional advisor.
Wilmington Trust Emerald Family Office & Advisory™ is a registered trademark and refers to wealth planning, family office and advisory services provided by Wilmington Trust, N.A., a member of the M&T family. Wilmington Family Office is a service mark for an offering of family office and advisory services provided by Wilmington Trust, N.A.
