Below is a brief glance of what you’ll find in the November/December 2025 issue of The Estate Planner.
- It's time to review your estate plan: The gift and estate tax exemption is now "permanent"
- Are you prepared to inherit a windfall?
- Address mental health care with a psychiatric advance directive
- Estate Planning Red Flag: You haven't properly planned for exemption portability
For more information, please contact a Shumaker attorney in any of these service lines: