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