"The Estate Planner," November/December 2022

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:

Wealth Strategies
Corporate, Tax and Transactions