"The Estate Planner," March/April 2019

Download The Estate Planner

Below is a brief glance of what you'll find in the March/April 2019 issue of The Estate Planner.

  • Donating to Charity?  Watch out for new appraisal regs
  • Stay true to your family with a total return unitrust
  • The HSA:  A healthy supplement to your savings regimen
  • Estate Planning Red Flag:  You have assets in payable-on-death accounts

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

Estate Planning
Taxation
Trust and Estate Administration

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