"The Estate Planner," March/April 2022

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