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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

The long-term care insurance decision – a very complex one indeed

Individuals who would like to explore how to cover the cost of long-term care can set the agenda for a productive discussion with an agent.

  • Charlie Ratner
  • |
  • May 02, 2017

INSIGHT ARTICLE

How to fix an incorrect GST exemption allocation

Requesting relief through a late election will ensure an individual's generation-skipping transfer (GST) exemption is allocated correctly.

  • Barbara E. Larson
  • |
  • April 03, 2017

INSIGHT ARTICLE

Self-dealing exception solves estate settlement woes

Key exception enables executors and families to transact with private foundations without triggering penalties.

  • Audrey Young
  • |
  • April 03, 2017

RECORDED WEBCAST

Estate planning: A practical approach to risk management

Join us on Tuesday, March 28 for a webcast examining risk management strategies designed to help preserve your wealth for future generations.

  • Charlie Ratner
  • |
  • March 28, 2017

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UPCOMING RSM TAX EVENTS

LIVE WEBCAST

IRS penalties: Avoidance and abatement

  • June 06, 2017

IN-PERSON EVENT

Tax credits and incentives: Are you taking advantage?

  • June 29, 2017