"The Estate Planner," March/April 2023

Download The Estate Planner

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

  • Funding long-term care expenses: What are your options?
  • Influencing your heirs: 4 tips for an effective incentive trust
  • Estate planning and asset protection planning go hand in hand
  • Estate Planning Red Flag: You haven’t planned for the death of beneficiaries

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

Wealth Strategies
Corporate, Tax and Transactions