In the spirit of not waiting until the last minute, in this case New Year's Eve, tax experts at Wilmington Trust have compiled a checklist for advisors with tips that can help clients come closer to preserving or enhancing their assets.
"If 2020 has taught us anything, it's that the future is unpredictable," says Wilmington Trust, which provides wealth and institutional services for M&T Bank.
It's important to put wealth plans, liquidity solutions and investment portfolios to the test to determine whether they can withstand the stress of scenarios different from ones that were anticipated.
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Michael S. Fischer
Michael S. Fischer is a longtime contributing writer for ThinkAdvisor. He previously reported on trade and intellectual property topics for the Economist Intelligence Unit and covered the hedge fund industry for MARHedge and Reuters News Service.
