"The Estate Planner," November/December 2023

Download The Estate Planner

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

  • Basis points: How planning can minimize the impact of income taxes
  • Preserve wealth for future generations with a spendthrift trust
  • Form over substance: Documenting charitable donations is critical
  • Estate Planning Red Flag: You have a holographic will

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

Wealth Strategies
Corporate, Tax and Transactions