Download The Estate Planner
Below is a brief glance of what you'll find in the November/December 2024 issue of The Estate Planner.
- Loan or gift? Handle intrafamily transfers with care
- Address these estate planning priorities first
- Beware of inheritance scams
- Estate Planning Pitfall: You’ve elected to split gifts with your spouse
For more information, please contact a Shumaker attorney in any of these service lines:
Wealth Strategies
Corporate, Tax and Transactions