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:
Corporate, Tax and Transactions