Download The Estate Planner

Below is a brief glance of what you'll find in the March/April 2021 issue of The Estate Planner.

• Can beneficiaries borrow from a trust?
• Taking steps to protect your will from being contested
• Defined-value gifts - Plan carefully to avoid unpleasant tax surprises
• Estate Planning Red Flag: You own real estate in more than one state

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

Estate Planning
Taxation
Trust and Estate Administration