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

 
big problem:
A not-for-profit client out of 401(k) compliance.
big thinking:
Allowing more contributions by highly paid employees.
 
big problem:
Hackers attempting a six-figure wire transfer.
big thinking:
Rapid action spearheaded active containment and response.

our thoughts on

I Want Mine - Social Security Simplified

I have this love/hate relationship with social media. In late April, when The 2019 Social Security and Medicare Trustees Reports were published, the key

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Financial Fitness: Setting SMART Goals

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. Happy New Year! As the calendar flips and a New

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Financial Fitness

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. It can be hard to differentiate between financial

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Financial Fitness - Are my personal finances on the right track?

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. This is a frequently asked question by my clients

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“Step-Up” Your Estate Tax Strategies

Please note that the following article was co-authored by Greg Allison. One of the most common strategies employed by affluent taxpayers in a comprehensive

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Have a question? Ask us!

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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