Estate and gift tax planning

Successful wealth transfer plans begin with sound tax and personal planning, which provides reassurance that your assets will be transferred according to your wishes. Estate and gift tax planning is a critical component of this process, helping you preserve your wealth and reduce estate, gift and generation-skipping transfer taxes.

At RSM, our tax professionals work closely with you to analyze your current estate plan, identify opportunities for optimization and implement tailored strategies to support your financial goals. We take a comprehensive approach, considering all aspects of the estate plan, and help clients achieve tax efficiency and financial security.

We emphasize collaboration between your wealth advisors, attorneys and RSM professionals, as a comprehensive approach is important to establish a strategic and robust estate plan that aligns with your goals.

RSM’s experienced tax professionals offer customized plans to honor your wishes, minimize tax liabilities and help create your legacy. We provide a wide range of services to address your individual, family and business objectives, helping to ensure that every aspect of your estate plan is thoroughly considered and professionally managed.