Protect Your Legacy
When you’ve worked hard to leave a personal and financial legacy for your family, you need a sound strategy to ensure that legacy will last. CBIZ designs estate and wealth transfer plans that minimize lifetime transfer taxes to maximize wealth retention. We assist with:
- Complex generation-skipping transfer tax issues
- Sophisticated income, gift and estate, and fiduciary
- Tax return preparation
- Recommendations for planning techniques to effectuate desired goals
- Succession planning and review of buy-sell agreements
- Liquidity analysis for estates with illiquid assets
- Valuation of family partnerships and other entities
- Assistance to executors in navigating the estate administration process
- Mediation of family disputes over inherited/inheritable assets
