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 estate tax part of a larger picture in flux, those who part with their capital today may experience not-so-sweet sorrow tomorrow.
Repeal of the estate tax would have immediate impact on the fundamental components of a business owner’s succession plan.
Expecting tax reform to become a reality, some companies and individuals may want to take action before 2016 ends.
With tax reform likely, now is the time to review and confirm your estate plan suits your current and future needs.