"The Estate Planner," January/February 2023

Download The Estate Planner

Below is a brief glance of what you'll find in the January/February 2023 issue of The Estate Planner.

  • Pay attention to securities laws when planning your estate
  • Where should you keep your estate planning documents?
  • Helping a disabled loved one with an ABLE account
  • Estate Planning Red Flag: You’re taking periodic payments from an IRA or 401(k) plan

For more information, please contact a Shumaker attorney in any of these service lines:

Wealth Strategies
Corporate, Tax and Transactions