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Don’t let Wisconsin’s new Next-of-Kin Decision Making Act lull you into a false sense of security. Not only does it only apply in narrow circumstances, it could also give someone power over you who you would NEVER want to make health care decisions for you.
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The Lifetime Learning Credit and the American Opportunity Tax Credit have been around for years. Introduced in 1998 and 2009 respectively, they each offer beneficial tax breaks for education expenses related to obtaining higher education (including colleges, universities and trade schools).
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Do you own real estate with other people? How you title a property is important because it determines where the joint property goes when your co-owner(s) is no longer in the picture.
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Regardless of whether you are a seasoned pro or have never heard the word probate before, understanding the basics is vital. Before you jump into the deep end, here are some probate basics to get your feet wet.
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As we reported in our blog post of February 24th earlier this year, FinCEN instituted a new rule requiring reporting of parties in certain real estate transactions starting March 1. However, a recent decision in Flowers Title Companies, LLC v. Bessent put a stop to that.
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Beneficiary designations don’t just “fit into” your estate plan automatically...they can completely bypass and override it, so beneficiary designations should be coordinated with your estate plan.
Meet with a knowledgeable attorney who specializes in your area of law.