Download The Estate Planner
Below is a brief glance of what you'll find in the March/April 2022 issue of The Estate Planner.
- GST taxes: Plan carefully to avoid surprises
- To file or not to file a gift tax return, that is the question
- Think twice before splitting charitable bequests
- Estate Planning Red Flag: You haven’t reviewed your life insurance needs recently
For more information, please contact a Shumaker attorney in any of these service lines:
Wealth Strategies
Corporate, Tax and Transactions