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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

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

WHITE PAPER

Proposed 2704 regulations have significant life insurance implications

Proposed 2704 regulations: Loss of discounts could materially impact liquidity needs and planning with existing policies.

  • Charlie Ratner
  • |
  • September 15, 2016
Final regulations released defining marital status

TAX ALERT

Final regulations released defining marital status

IRS clarifies definition of spouse, husband and wife, and marriage for federal income, gift, estate and employment tax purposes.

  • Rebecca Warren
  • |
  • September 07, 2016
September section 7520 rate still 1.4 percent, but time waits for no one

TAX ALERT

September section 7520 rate still 1.4 percent, but time waits for no one

With the potential for steep barriers to efficient wealth transfer on the horizon, now’s the time to put today’s low interest rates to use.

  • Charlie Ratner
  • |
  • August 19, 2016

INSIGHT ARTICLE

Ownership succession planning: 3 approaches

Get a quick summary of our recent webcast exploring three options a business owner can consider when selling their business.

  • Matt Talcoff, Tommy Wright, Anne Bushman
  • |
  • August 17, 2016
Treasury releases proposed regulations to section 2704

TAX ALERT

Treasury releases proposed regulations to section 2704

Proposed regulations released restricting valuation discounts on entities for estate, gift and generation-skipping transfer tax purposes.

  • Charlie Ratner, Rebecca Warren
  • |
  • August 04, 2016

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UPCOMING RSM TAX EVENTS

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Accounting and tax updates for private equity funds

  • January 17, 2017

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Madison Tax Seminar

  • January 25, 2017