Preserving wealth within and between generations.
Estate planning is an ongoing and complex process that requires expertise and coordination. Schneider Downs is uniquely positioned with a diverse team of credentialed professionals, including CPAs, CFPs, LLMs, MBAs, JDs, and non-practicing attorneys who are committed to comprehensive service. From business entity succession planning to estate administration, Schneider Downs professionals can synthesize the most complex financial situations to develop an effective, customized, tax-efficient estate and succession plan.
Monitor your current estate planning documents
Analyze and provide liquidity solutions to pay estate taxes and other obligations
Review life insurance portfolios
Advise on the distribution of assets
Develop and implement estate preservation strategies
Demystify generation-skipping tax and multi-generational gifting
Coordinate asset titling
Prepare and file:
One PPG Place, Suite 1700
Pittsburgh, PA 15222
65 East State Street, Suite 2000
Columbus, OH 43215
1660 International Drive
McLean, VA 22102