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:

• Document management
• Family gift program development
• Charitable gift planning
• Tax-related asset valuation
• Tax return and preparation