"The Estate Planner," September/October 2025

Download The Estate Planner

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

  • No worries: Put your estate plan under a stress test to detect abnormalities
  • Spousal inheritance rights can impact your estate plan
  • Preserving wealth, empowering legacy: How a family office can help transfer generational wealth
  • Estate Planning Red Flag: Contingent beneficiaries haven't been named in 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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