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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

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

AUDIOCAST

Estate planning: Addressing risk with your advisors

Our presenter shares how to optimally work with your advisors on some of the more unfamiliar pitfalls and risk areas in estate planning.

  • Charlie Ratner
  • |
  • June 07, 2017

INSIGHT ARTICLE

The long-term care insurance decision – a very complex one indeed

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.

  • Charlie Ratner
  • |
  • May 02, 2017

INSIGHT ARTICLE

How to fix an incorrect GST exemption allocation

Requesting relief through a late election will ensure an individual's generation-skipping transfer (GST) exemption is allocated correctly.

  • Barbara E. Larson
  • |
  • April 03, 2017

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UPCOMING RSM TAX EVENTS

IN-PERSON EVENT

Des Moines mergers and acquisitions tax update

  • August 03, 2017

LIVE WEBCAST

Retirement plan issues and insights

  • August 03, 2017