Estate Planning

Estate Planning

Three women on front porch of house laughing

You work hard to pass on a personal and financial legacy to your family. With the right strategy in place, you can ensure that legacy endures for future generations. CBIZ estate tax professionals help you mitigate the gift and estate taxes that can erode family wealth. We design estate and wealth transfer plans that minimize both lifetime transfer tax and/or taxes due at death to maximize the wealth retention for your family and heirs.

Our estate planning specialists get to know your unique circumstance and goals in order to bring you the appropriate solutions. We help with:

  • Investing your assets to provide the highest returns available within your desired risk level,
  • Protecting your assets so that you can maintain or improve your current living situation, and
  • Developing a financial plan that provides for your heirs at various stages of their lives. 

Additionally, our estate planning services assist with family gift program development, charitable gift planning, document review and life insurance review. We also provide a suite of tax-related valuation services to help you accurately value your assets for estate planning and gifting purposes.

As a leading provider of accounting, tax, valuation and business solutions, we have the depth of expertise to give you the sound financial advice you need to plan for your future. Contact us today.

Donna M. Palumbo


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