"The Estate Planner," March/April 2024

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