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

our thoughts on

2020 Retirement Plan Limitations

On November 6, 2019, the Internal Revenue Service announced the cost-of-living adjustments (COLA) that will take effect January 1, 2020 (IRS Notice 2019-59).

read more >

IRS Releases Proposed Regulations on Changes to the Limits on Contributions to ABLE Accounts

The IRS released proposed regulations regarding changes to limits on contributions to Achieving a Better Life Experience (ABLE) accounts. The new proposed

read more >

Easing Financial Fright with Sweet Advice

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. As our thoughts turn to pumpkins, candy, and costumes,

read more >

The Stages of Wealth - Wealth Accumulation

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. Over the last series of articles, we have highlighted

read more >

I Want Mine, but How? Social Security Strategies

You are now ready to claim. You’ve done your research, decided your “when” but now what about strategies? Social Security employees do

read more >

Have a question? Ask us!

We’d love to hear from you. Drop us a note, and we’ll respond to you as quickly as possible.

Ask us

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

contactsd@schneiderdowns.com
p:571.380.9003

Image of Prime Global Logo
follow us client portal