Download The Estate Planner

Below is a brief glance of what you'll find in the January/February 2024 issue of The Estate Planner.

• Married couples: joint or separate trusts?
• Beware of tax traps when estate planning for non-U.S. citizens
• Your beneficiary designations may be obsolete: review and update as needed
• Estate Planning Red Flag: You've left specific assets to specific heirs

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

Wealth Strategies
Corporate, Tax and Transactions