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.
Schneider Downs' succession planning professionals will:
Schneider Downs estate planning professionals will prepare:
We assist in:
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.
Behavioral Investing Challengesread more >
SECURE Act: Qualified Employer Plans Prohibited from Making Loans Through Credit Cards and Similar Arrangementsread more >
SECURE Act – Special Disaster-Related Rules for Use of Retirement Fundsread more >
SECURE Act: Rules Relating to Election of Safe Harbor 401(k) Status (Section 103)read more >
SECURE Act: Stipends Treated as Compensationread more >
One PPG Place, Suite 1700
Pittsburgh, PA 15222
65 East State Street, Suite 2000
Columbus, OH 43215
1660 International Drive, Suite 600
McLean, VA 22102