Download The Estate Planner
Below is a brief glance of what you'll find in the November/December 2022 issue of The Estate Planner.
- Rising rates spark interest in charitable remainder trusts
- Shield life insurance proceeds from estate tax with an ILIT
- Should you use retirement accounts to fund gifts?
- Estate Planning Red Flag: You own property jointly with a child or other family member
For more information, please contact a Shumaker attorney in any of these service lines:
Corporate, Tax and Transactions