"The Estate Planner," January/February 2026

Download The Estate Planner

Below is a brief glance of what you’ll find in the January/February 2026 issue of The Estate Planner.

  • Estate planning with QSBS: The new tax law enhances the benefits
  • Fairness and flexibility: A pot trust can benefit all of your children
  • Pass your values on to heirs with an incentive trust
  • Estate Planning Red Flag: Failing to properly plan for beneficiaries predeceasing you

For more information, please contact a Shumaker attorney in any of these service lines:

Wealth Strategies
Corporate, Tax & Transactions

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