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