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