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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

The estate, gift and GST tax exemption for 2018 is $11.18 million

TAX ALERT

The estate, gift and GST tax exemption for 2018 is $11.18 million

Two months after TCJA became law, we can now calibrate the outer limits of 2018 wealth transfers with precision, not approximation.

  • Charlie Ratner
  • |
  • March 06, 2018
Wealth transfer planning after TCJA: If not now, when?

TAX ALERT

Wealth transfer planning after TCJA: If not now, when?

An uptick in key interest rates suggests that now is the time to take advantage of the planning opportunities created by the new tax law.

  • Charlie Ratner
  • |
  • February 20, 2018
Big Six tax plan calls for prudence in estate planning

TAX ALERT

Big Six tax plan calls for prudence in estate planning

Repealing the estate tax but keeping the gift tax will complicate wealth transfer planning. But there are ways to avoid big mistakes.

  • Charlie Ratner
  • |
  • September 29, 2017
New simplified method to obtain an extension to elect portability

TAX ALERT

New simplified method to obtain an extension to elect portability

Rev. Proc. 2017-34 makes it easier (and cheaper) to obtain an extension to elect portability of decedent spouse’s unused exclusion.

  • Charlie Ratner, Alina Solodchikova, John Deininger
  • |
  • June 13, 2017

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