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