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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

RECORDED WEBCAST

Estate planning: A practical approach to risk management

Join us on Tuesday, March 28 for a webcast examining risk management strategies designed to help preserve your wealth for future generations.

  • Charlie Ratner
  • |
  • March 28, 2017
Section 7520 rate drops for March, dip or blip, we'll take it

INSIGHT ARTICLE

Section 7520 rate drops for March, dip or blip, we'll take it

This slight reprieve in the upward trend of rates keeps the window open for wealth transfer on a gift tax-efficient basis.

  • Charlie Ratner
  • |
  • February 21, 2017

INSIGHT ARTICLE

Section 7520 rate ticks up, will proposals trump sound 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.

  • Charlie Ratner
  • |
  • January 23, 2017
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

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UPCOMING RSM TAX EVENTS

LIVE WEBCAST

FATCA and the new Common Reporting Standards

  • March 30, 2017

IN-PERSON EVENT

The new Form I-9: What you need to know today

  • April 04, 2017