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