"The Estate Planner," May/June 2019

Download The Estate Planner

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

  • How can you mend a broken trust?  Try decanting
  • Now may be the time to forgive intrafamily loans
  • Decisions, decisions - Personal circumstances figure into when to begin taking Social Security
  • Estate Planning Red Flag:  You missed a required minimum distribution

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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