Download The Estate Planner
Below is a brief glance of what you'll find in the September/October 2021 issue of The Estate Planner.
- Big tax changes are in the works: What do they mean for your estate plan?
- Letter of instruction: Express final wishes to heirs using your own words
- Deducting a trust's charitable donations
- Estate Planning Red Flag: Your trust doesn't provide for removal of a trustee
For more information, please contact a Shumaker attorney in any of these service lines:
Wealth Strategies
Corporate, Tax and Transactions