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