Estate Planning

Succession planning is a continuing process-not just an issue that exists in the future. Plan now for this most important contingency. We'll guide you through the necessary steps.

Succession Planning

Schneider Downs' succession planning professionals will:

  • Review your current estate planning documents
  • Calculate estate taxes according to your financial information
  • Determine sufficient liquidity for estate tax payments
  • Perform an insurance review
  • Develop estate preservation strategies and assist in implementation

Estate Administration Process

Schneider Downs estate planning professionals will prepare:

  • Federal and state death tax returns
  • Necessary fiduciary and individual income tax returns
  • Accountings

We assist in:

  • Gathering assets
  • Determining distributions

Death Tax Return Challenges

Our team of estate planning professionals have a history of success in representing clients before the taxing authorities in the event of a death tax return challenge.

Curious about the origin of the estate tax? Learn more in our History of the Estate Tax Infographic.

Tax and legacy planning services are offered through Schneider Downs & Co., Inc. Investment and asset management services are provided through Schneider Downs Wealth Management Advisors, LP. Each service may require you to sign a separate engagement agreement that will outline the services to be provided and the respective fees.

case studies

 
Ransomware attack halted a global manufacturer's operations.
big problem:
Ransomware attack halted a global manufacturer's operations.
big thinking:
Recover and secure the system – fast – save $1 million in ransom.
 
High tax burden for family-owned franchisor.
big problem:
High tax burden for family-owned franchisor.
big thinking:
Comprehensive planning for a 15% tax reduction.

our thoughts on

Behavioral Investing Challenges

Human emotion has been shown to be the Achilles Heel of most investors as Charles Munger, long-time partner of Warren Buffet, once said, “A lot of

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SECURE Act: Qualified Employer Plans Prohibited from Making Loans Through Credit Cards and Similar Arrangements

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) includes a provision that prohibits the distribution of plan loans through

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SECURE Act – Special Disaster-Related Rules for Use of Retirement Funds

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) includes special disaster-related rules for the use of retirement funds.

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SECURE Act: Rules Relating to Election of Safe Harbor 401(k) Status (Section 103)

The Setting Every Community Up for Retirement Act of 2019 (SECURE Act) contains a provision that gives employers more flexibility surrounding the election

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SECURE Act: Stipends Treated as Compensation

Several provisions of the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) pertain to IRAs. One of these affects stipends

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contact us

Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

contactsd@schneiderdowns.com
p:412.261.3644     f:412.261.4876

Map of Columbus Office
Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

contactsd@schneiderdowns.com
p:614.621.4060     f:614.621.4062

Map of Washington Office
Washington, D.C.

1660 International Drive, Suite 600
McLean, VA 22102