Estate and Trust Consulting

Most entrepreneurs and high net worth individuals are concerned with the succession. Effective estate planning can minimize taxes on death leaving more for heirs. RSM Richter’s tax professionals can design a comprehensive estate plan to ensure optimal wealth is transferred to future generations.

Planning may address:

  • charitable giving
  • exposure to foreign taxation
  • estate administration
  • family trusts
  • wills
  • compliance for estates

Learn more about our Wealth Management Services