"The Estate Planner," July/August 2023

Download The Estate Planner

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

  • Estate planning in a digital world
  • Contributing to a 401(k) plan: Traditional or Roth?
  • Decisions, decisions: Naming a successor fiduciary is important to an estate plan
  • Estate Planning Red Flag: You’re considering a self-directed IRA

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

Wealth Strategies
Corporate, Tax and Transactions