Estate Planning

Estate Planning

Estate Planning

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 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 team works with you to protect your assets so that you can maintain or improve your current living situation, and develop a financial plan that provides for your heirs at various stages of their lives.

Estate Planning Solutions

Our estate planning specialists get to know your unique circumstance and goals in order to bring you the appropriate solutions, which include:

Changes in estate tax thresholds give new relevance to the use of SLATs.

Charitable trusts are just one tool to help clients leverage gifts to charities, create an income stream, and diversify their portfolios.
Here are the tax developments that would most affect your 2021 and 2022 tax strategies.

Naomi D. Ganoe

Managing Director

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