New Year, New Administration: What Does This Mean for Gifting Under Your Wealth Plan?

Alvina H. Lo |
Wealth Planning

With big changes in the White House, wealth planning is key.After many recounts and court challenges, Joseph R. Biden Jr. has been inaugurated as President of the United States.For those whose assets are significant enough to have a taxable estate, planning will be even more important now. With the potential for a considerably reduced federal gift tax exemption, now is the time to make significant gifts.

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10 Tax-Savvy Steps to Consider Taking Before New Year’s Eve

Wealth Planning

Best not to wait until the last minute, so we’ve made a list and checked it twice. Each step may bring you closer to preserving or enhancing your assets, leaving you more to enjoy or share with those who matter most, but decisions are best made with guidance of your tax professional and Wilmington Trust advisor.

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