2025 Budget Resolution Passed, Paving Way for Tax Reform On April 10, 2025, the U.S. House of Representatives approved the final version of the Fiscal Year (FY) 2025 budget resolution…
2025 Budget Passes, Tax Reform Next
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Estate and Gift Tax Planning
W&D provides a high level of specialized tax expertise for you, your family and your business across a wide range of complex areas.Estate & Gift Tax Planning
Estate and gift tax planning is critical to ensure that a person’s property passes according to his/her wishes, in a form and manner which is consistent with family and business goals and with the minimum possible loss to gift and estate taxes.
W&D's Estate & Gift Tax Planning Services
Our goal is to help you achieve the most advantageous future financial position. W&D’s estate and succession planning professionals help address the following key areas:
- Developing efficient gifting strategies to meet both family and philanthropic goals
- Assessing generation-skipping transfers
- Identifying appropriate uses for a variety of trusts and ensuring proper implementation
- Reviewing all estate-related documents (wills, trusts, etc.) to ensure estate tax efficiency and compliance with client wishes
- Assisting with all gift and estate tax-related compliance services, including preparation of Form 706, Form 709, Form 1041, Form IH-6, etc.
- Assessing retirement strategies
- Determining distribution plans for IRAs, 401(k) and qualified plans
Business succession planning
W&D has in-depth experience with helping businesses transition from one generation to the next. Learn More.
The W&D Difference
The Idea Exchange Blog
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