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Estate and gift tax planning

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Our professionals can help you transfer wealth with tax efficiency.
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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.

Our estate and gift tax planning services include:

Comprehensive review: We gather and analyze your estate planning documents, asset arrangements, beneficiary designations and other relevant information to facilitate a thorough understanding of your financial situation.

Strategic planning: Our team meets with you to develop or confirm objectives, assess your current estate plan and tax exposures, present customized estate planning strategies, and model the impact of these strategies on taxes and cash flow across all involved parties.

Implementation support: We collaborate with you and your other advisors to implement the accepted recommendations in a timely manner and help ensure that the estate planning strategies are successfully put into action.

Ongoing monitoring: We monitor the implementation of the strategies and explain options to address any unforeseen circumstances to help guarantee that your estate plan remains effective, compliant and up to date.

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.

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Contact our private companies professionals
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