"The Estate Planner," July/August 2024

Download The Estate Planner

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

  • Employee stock ownership plan: A versatile business exit and estate planning tool
  • What happens to debt after a person dies?
  • Using your annual gift tax exclusion is an easy way to reduce your estate’s value
  • Estate Planning Red Flag: You haven’t made arrangements for your pets 

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

Wealth Strategies
Corporate, Tax and Transactions