Download The Estate Planner

Below is a brief glance at what you’ll find in the January/February 2019 issue of The Estate Planner.

• Do you need to file gift tax returns?  Avoid these common mistakes
• Using nongrantor trusts to bypass SALT deduction limit 
• Finding your footing after a spouse dies unexpectedly
• Estate Planning Red Flag:  You've made nondeductible contributions to your IRA

For more information, please contact a Shumaker attorney in any of these practice areas:

Estate Planning
Taxation
Trust and Estate Administration