"The Estate Planner," January/February 2022

Download The Estate Planner

Below is a brief glance of what you'll find in the January/February 2022 issue of The Estate Planner.

  • Business owners: Now’s the time to revisit buy-sell agreements
  • Provide your heirs the option of creating an inheritor’s trust 
  • Should you consider a psychiatric advance directive?
  • Estate Planning Red Flag: You’re donating appreciated assets to charity

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

Wealth Strategies
Corporate, Tax and Transactions