"The Estate Planner," September/October 2024

Download The Estate Planner

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

  • Moving to another state? Revisit your estate plan 
  • Legacy planning: A dynasty trust can benefit heirs for generations
  • Handle charitable bequests with care
  • Estate Planning Red Flag: You have one or more POD or TOD accounts 

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

Wealth Strategies
Corporate, Tax and Transactions

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