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.
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.
Strategies to consider to meet your personal objectives without succumbing to frequently overlooked planning traps.
Proposed regulations released restricting valuation discounts on entities for estate, gift and generation-skipping transfer tax purposes.
Get a quick summary of our recent webcast exploring three options a business owner can consider when selling their business.