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.
Two months after TCJA became law, we can now calibrate the outer limits of 2018 wealth transfers with precision, not approximation.
An uptick in key interest rates suggests that now is the time to take advantage of the planning opportunities created by the new tax law.
Repealing the estate tax but keeping the gift tax will complicate wealth transfer planning. But there are ways to avoid big mistakes.
Rev. Proc. 2017-34 makes it easier (and cheaper) to obtain an extension to elect portability of decedent spouse’s unused exclusion.