Income Taxes in Wisconsin & Form 1041: A Personal Representative’s Guide to Estate Earnings
Opening probate does not create a tax-free holding period. Once someone dies, income earned afterward by estate-owned bank...
Author: Editorial
The Legacy of Learning: Framing College Savings and Wisconsin 529 Plans as a Gift for Future Generations
For many parents and grandparents, helping a child earn a degree or learn a trade feels like something bigger than paying...
The HSA Tax Trap: What Every Wisconsin Estate Planning Attorney Wants You to Know Before You Name a Beneficiary
Health Savings Accounts can be unusually powerful financial tools. Contributions may receive tax advantages, earnings can...
Losing the Keys to the Estate? How a Wisconsin Probate Attorney Untangles Vehicle, Boat, and Titled Asset Transfers
Cars, trucks, motorcycles, boats, and other titled property can look simple on an estate inventory. In practice, they often...
Securing Your Brookfield Legacy: Why a Local Estate Planning Attorney Must Align Your Property, Retirement Accounts, and Beneficiaries
TL;DR: An estate planning attorney can help ensure your home, real estate assets, retirement accounts, and other property...
Navigating Wisconsin Probate: How to Know If You Need a Probate Bond and How to Avoid Delays
TL;DR: A probate bond may be required during Wisconsin probate to protect beneficiaries and estate assets when a Personal...
National Waffle Day: From Medieval Irons to an American Breakfast Favorite
TL;DR: Waffle Day celebrates the long and delicious waffle history that transformed simple batter cooked between early...
More Than Money: How an Estate Planning Attorney Uses Ethical Wills to Transfer Purpose, Not Just Wealth
TL;DR: An estate planning attorney can help families look beyond financial assets by incorporating ethical wills and legacy...
National Senior Citizens Day: Celebrating the Contributions and Wisdom of Older Adults
TL;DR: Senior citizens play an essential role in families and communities, and National Senior Citizens Day celebrates the...
The Shadow Debt: How Wisconsin Estate Planning Shields Your Home from Medicaid Recovery
TL;DR: Medicaid recovery can place a family home and other estate assets at risk after a Medicaid recipient dies, making...