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.
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.
Requesting relief through a late election will ensure an individual's generation-skipping transfer (GST) exemption is allocated correctly.
Key exception enables executors and families to transact with private foundations without triggering penalties.
Join us on Tuesday, March 28 for a webcast examining risk management strategies designed to help preserve your wealth for future generations.