"The Estate Planner," July/August 2025

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Download The Estate Planner

Below is a brief glance of what you’ll find in the July/August 2025 issue of The Estate Planner.

  • Handle an inherited IRA with care
  • Intrafamily loans vs. trust loans
  • Is it time to update your will? Consider a codicil
  • Estate Planning Red Flag: You've sent your child to college without an estate plan

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

Wealth Strategies
Corporate, Tax & Transactions

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