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

After the Auld Lang Syne: 2020 Estate Plan Resolutions

The ball has dropped, Auld Lang Syne's been sung, and we’ve all rushed out to sign up for that fitness membership that we've convinced ourselves

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Managing Your Buckets

Happy New Year, and welcome to 2020. If we think back just twelve months, we were starting 2019 after a significant market downturn that started in the

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Make Sure to Let Your Tax Preparer Know About All Those Partridges

Egg-laying geese? French hens? Maids milking cows? Gifts from your “true love” were a whole lot different in 1780 when the Twelve Days of Christmas

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An Estate Tax Holiday Gift – From the IRS!

While separated, death and taxes are widely accepted as the only certainties in life. Combined, they give a lot of people anything but certainty. The death

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2020: Provided the World Doesn’t End, We’ll Enjoy an Increased Lifetime Gift and Estate Tax Exclusion

Whether society’s collective interpretation of the Mayan calendar proves correct and the world ends in 2020 remains unknown, for now. Despite this

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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

contactsd@schneiderdowns.com
p:571.380.9003

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