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