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I used to do a good deal of public speaking. More recently, however, I have not been able to find the time to do so. That changed the other day, when Maureen O’Leary and I were honored to speak to The Milwaukee Estate Planning Forum.
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John McLean died on October 23, 1823. John’s will left $35,000, personal property and a house to his wife, Ann. He also left $50,000 in trust for her benefit. John’s will directed that the trust’s income was to be paid to Ann, in quarterly or semi-annual payments. On Ann’s death...
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Proposed changes to the tax law could result in smaller estates having to pay estate taxes. Careful planning today can help safeguard your assets from taxes tomorrow.
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Tax-free compounding (that is, reinvesting investment earnings pre-tax) is a real-life trick that even a master magician can’t match. For many, Roth accounts are the best way to capitalize on what Einstein called “the most powerful force in the universe”.
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Banks and other financial institutions often request a copy of the Trust Agreement when opening trust accounts. However, instead of disclosing the full trust agreement, a better alternative can be to provide a Certificate of Trustee Authority.
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If you own a business or are self-employed, you are required to send an IRS Form 1099-MISC to individuals and most LLCs that you paid at least $600...
Meet with a knowledgeable attorney who specializes in your area of law.