"The Estate Planner," September/October 2023

Download The Estate Planner

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

  • Preparing for 2026: Four ways to build flexibility into your estate plan
  • Can you undo an irrevocable life insurance trust?
  • QTIP trust: The right trust for your blended family
  • Estate Planning Red Flag: You’re not sure whether your trust deposits are fully insured

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

Wealth Strategies
Corporate, Tax and Transactions