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:
Corporate, Tax and Transactions