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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

U.S. Supreme Court hears arguments in Kaestner trust tax nexus case

TAX ALERT

U.S. Supreme Court hears arguments in Kaestner trust tax nexus case

Justices express concern over North Carolina’s tax on the undistributed trust income earned for the benefit of a resident.

  • Carol Warley, Brian Kirkell, Mo Bell-Jacobs
  • |
  • April 19, 2019
U.S. Supreme Court to hear Kaestner trust tax nexus case

INSIGHT ARTICLE

U.S. Supreme Court to hear Kaestner trust tax nexus case

High court to decide whether in-state beneficiary of nonresident trust is sufficient for the Due Process Clause.

  • Brian Kirkell, Mo Bell-Jacobs
  • |
  • February 19, 2019
Change of address for filing estate and gift tax returns

TAX ALERT

Change of address for filing estate and gift tax returns

The filing instructions released earlier this month for Forms 706 and 709 indicated a change in the mailing address.

  • Carol Warley, Charlie Ratner, Rebecca Warren
  • |
  • January 28, 2019

INSIGHT ARTICLE

The gift tax exemption coast is clear. Time to go back into the water?

Knowing that there will be no loss of the benefit of using the higher exemption before 2026, we consider some ways and means of using it.

  • Charlie Ratner, Carol Warley, Rebecca Warren
  • |
  • January 07, 2019

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