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:

The 2024 Dirty Dozen list is full of taxpayer warnings, most of which alert taxpayers to multiple types of scams attempting to steal taxpayers’ money or falsely lowering taxes, including suspicious online advice to charitable remainder annuity trusts and fake charities exploiting taxpayer generosity.

On March 6, 2024, the IRS published an updated version of the Form W-9 ("Request for Taxpayer Identification Number and Certification"). Accompanying instructions were released several days later. This is the final version of the draft "Form W-9 (Rev. October 2023)" which was released in July and expected to become final in October 2023. The last time the IRS issued a newly revised Form W-9 was in 2018.

Here are three initial steps to get started on your businesssuccession journey.

Naomi D. Ganoe

Managing Director

Follow me: