Download The Estate Planner

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

• Revocable Trusts: Don't forget to fund the trust throughout your lifetime
• Will contests don’t happen only on TV: Take the proper steps to avoid family chaos after your death
• To avoid unexpected tax bills, adequately disclose your gifts
• Estate Planning Red Flag: You and your siblings have inherited your parents’ home

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

Wealth Strategies
Corporate, Tax and Transactions