Shumaker, Loop & Kendrick, LLP

07.01.2009 Gordon, Bruce H.
"The Estate Planner" - July/August 2009

Shumaker, Loop & Kendrick, LLP
Trusts and Estates Department Newsletter
July 1, 2009

OVERVIEW:

Shumaker is pleased to present the July/August 2009 issue of The Estate Planner.

In it we discuss:

• It’s Time To Make Gifts – The Struggling Economy May Allow You To Save Gift And Estate Taxes.

• Do-It-Yourself Estate Planning Can Lead To Costly Mistakes.

• What Are These Assets Worth? Valuation Is Critical To Your Estate Plan.

• Estate Planning Red Flag - You’re Planning Required Minimum Distributions From Your Retirement Accounts.

We welcome any questions or comments.

Bruce H. Gordon, Co-Chair
Shumaker, Loop & Kendrick, LLP
Trusts and Estates Department

For more information, please contact a Shumaker attorney in any of these practice areas.

Trust and Estate Administration
Estate Planning
Taxation

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