"The Estate Planner," November/December 2021

Download The Estate Planner

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

  • Getting remarried? Understand your spouse’s inheritance rights
  • Estate planning vocab 101: Executors and trustees
  • Should you file a joint tax return for the year of death?
  • Estate Planning Red Flag: You named your child or grandchild as beneficiary of your IRA

For more information, please contact a Shumaker attorney in any of these service lines:

Wealth Strategies
Corporate, Tax and Transactions