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