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Estate and Gift Planning

Our wealth transfer planning professionals offer decades of experience developing strategies that address unique individual and family needs, meet philanthropic objectives, and effectively manage estate and gift taxes. Services include:

  • Retirement planning
  • Intergenerational wealth transfers
  • Closely held business planning
  • Charitable giving

Learn more about how RSM can help you with your wealth transfer planning and/or estate tax planning.


Related Insights

INSIGHT ARTICLE

Section 7520 rate ticks up, will proposals trump sound planning?

With the estate tax part of a larger picture in flux, those who part with their capital today may experience not-so-sweet sorrow tomorrow.

  • Charlie Ratner
  • |
  • January 23, 2017
Section 7520 rate ticks up for January, but that's not the big news

TAX ALERT

Section 7520 rate ticks up for January, but that's not the big news

Repeal of the estate tax would have immediate impact on the fundamental components of a business owner’s succession plan.

  • Charlie Ratner
  • |
  • December 21, 2016

INSIGHT ARTICLE

On the horizon: Tax reform

Expecting tax reform to become a reality, some companies and individuals may want to take action before 2016 ends.

  • Dave Kautter, Lori Anne Johnston
  • |
  • December 08, 2016

WHITE PAPER

Estate and gift tax planning in the aftermath of the 2016 election

With tax reform likely, now is the time to review and confirm your estate plan suits your current and future needs.

  • Charlie Ratner
  • |
  • December 05, 2016

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UPCOMING RSM TAX EVENTS

LIVE WEBCAST

Audit and litigation trends in state unclaimed property

  • February 22, 2017

IN-PERSON EVENT

RSM is a proud sponsor of the Tax Executives Institute

  • March 19, 2017