Wealth & Legacy Planning
Review the tax implications of retirement, family wealth, business succession, and estate planning decisions.
Online service across all 50 states
What this service is
Wealth and legacy planning looks at how a family's assets, businesses, and retirement savings will be taxed over decades, and as they pass to the next generation. From the tax side, we model estate and gift tax exposure, plan the timing of lifetime gifts, support business succession and buy-sell planning, review retirement structures, and coordinate trusts and entities, working alongside your estate attorney and wealth advisor, who draft the documents and manage the investments.
Forms & documents involved
What we actually do
Model estate and gift tax exposure
Project estate tax under current exemption levels and test gifting strategies.
Plan lifetime gifts
Coordinate annual-exclusion and lifetime gifts and prepare gift tax returns.
Support succession planning
Model ownership transfers, buy-sell agreements, and valuation effects for family businesses.
Review retirement structures
Evaluate plan types and distribution strategies for owners and high-income households.
Coordinate trusts and entities
Align trust, LLC, and partnership ownership with the overall plan.
Work with your advisor team
Share tax analysis with attorneys, wealth managers, and family offices.
Prices by scope
Compare the work included at each price. Your final scope and fee are confirmed in writing before work begins.
Gifting strategy and filing coordination for a specific transfer plan.
- Annual-exclusion giftingCash or securities, one donor$1,080 per project
- Lifetime exemption planTrust funding, valuation coordination$2,280 per project
- Advanced transferGRAT, IDGT or family partnershipFrom $3,880 per project
Scales with entity count and transaction complexity.
- Family transferOne entity, one successor$2,780 per project
- Buy-sell or partner exitSeveral owners or entities$4,880 per project
- ESOP or sale to managementFinancing and multi-year transitionFrom $7,800 per project
One-time review of plan type, contribution strategy, and positioning.
- Solo ownerSolo 401(k), SEP or IRA options$680
- With employeesSafe-harbor 401(k) or cash-balance plan$1,180
Per donor, per year.
- Cash or securitiesGift-splitting and annual exclusion$420 per return
- Trust or real estateGifts to trusts or appraised assets$880 per return
- Business interestsValuation discounts or GST allocationFrom $1,480 per return
Ongoing tax coordination across trusts, entities, and family advisors.
- FamilyUp to 3 entities or trusts$2,280/year
- Multi-entity family4–10 entities, trusts and advisors$4,280/year
- Family office10+ entities or several generationsFrom $7,800/year
What You Get
Estate and Gift Tax Coordination
Planning support around gifting strategy, filing coordination, and the tax posture behind family transfer decisions.
Succession and Ownership Transition Planning
Tax-aware support when a founder, family, or closely held ownership group is preparing for sale, transfer, or buyout decisions.
Retirement Structure Review
Contribution and plan-positioning guidance for owner-operators and households using retirement vehicles strategically.
Trust and Entity Coordination
Alignment between family entities, trusts, and household tax strategy when structures have become interconnected.
Explore this serviceBusiness-Owner Family Tax Planning
Planning that connects household strategy with business economics, compensation, distributions, and long-range ownership goals.
Explore this service- Planning coordination summary
- Family tax and entity coordination checklist
- Succession and transition considerations memo
- Retirement structure review notes
When this service may fit
- Ownership transition, gifting, or succession decisions are becoming time-sensitive
- Trust, retirement, and entity structures are now too interconnected for reactive filing alone
- You want family planning decisions to reflect both tax impact and operational reality
- Your advisor team is strong individually, but the tax coordination layer is still missing
Often handled together
Clients who use this service often add these. Tick any to see the combined starting price.
How It Works
Household, entity, and advisor map review
Map business interests, retirement assets, real estate, family objectives, and existing estate planning documents.
Priority planning issue identification
Identify where income tax, ownership, beneficiary, succession, and liquidity questions intersect.
Coordination framework and sequencing
Compare the tax implications of proposed options and coordinate recommendations with legal and financial advisers.
Execution support and annual refresh schedule
Document responsibilities and review triggers so a sale, inheritance, retirement, or family change prompts an updated discussion.
Your Role
Share current ownership and beneficiary information and involve the professionals responsible for legal drafting and investment decisions.
Service Scope
Tax coordination is not investment management, legal estate planning, insurance placement, or fiduciary administration. Implementation remains with the appropriate engaged adviser.
Start Wealth & Legacy Planning online
Choose the closest scope and send your request online. We’ll confirm the final work and fee in writing before anything begins.
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