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.

Together, you and your team can put your wealth plans, liquidity solutions, and investment portfolios to the test to see if they can withstand the stress of scenarios that are different from what you anticipate. And if 2020 has taught us anything, it’s that the future is unpredictable. With that in mind, here’s your tax-savvy 2020 checklist.

Please see important disclosures at the end of the article.

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