"The Estate Planner," March/April 2021

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
Trust and Estate Administration