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.