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