How to Update Your Estate Plan
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We recently blogged about “How to Get Started” on an estate plan. Today, we tackle a similar, yet different, frequently asked question - “How to Update” an existing estate plan.
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Is Now the Time to Sell or Gift a Business?
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Is now the time to sell or gift a business before the end of the year? Attorneys Maureen O’Leary and Andrew Willms discuss potential changes to gift, estate and income tax laws and why business owners might want to complete business transactions before the end of 2021.
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Goldilocks and the Three Bookkeepers
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In the story of Goldilocks and the Three Bears, Goldilocks sampled three bowls of porridge. One bowl was too hot, one bowl was too cold and the last bowl was just right. Similarly, business owners need to find that “just right” balance for their bookkeeping.
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An Introduction to Long-Term Care Planning
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Long-term care planning involves coordinating a variety of services to plan for an elder’s housing, health care, and quality of life. An elder law attorney can help with navigating these tasks and more.
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Estate Planning: How to get started?
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A frequent question we are asked by new clients is “how do I start the estate planning process?” It’s easier than you may think. Let me walk you through the process.
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Should You Opt-Out of the 2021 Child Tax Credit Advance Payments?
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The IRS is making 2021 child tax credit advance payments. Eligible taxpayers are automatically “opted-in” to advance payments, but can choose to opt out upon request.
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FIND US O’Leary-Guth Law Office, S.C.
1251 W. Glen Oaks Lane, Mequon, WI 53092
1251 W. Glen Oaks Lane, Mequon, WI 53092
CALL US P: (262) 238-6996
F: (262) 238-6999
F: (262) 238-6999