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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.
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You always need to be on guard, but scammers/threat actors are more active at certain times of year. Tax season is one of those. Here are some tips to help you avoid falling for a tax scam this tax season.
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All business owners need to do it, but like estate planning itself, many prefer to put it off, sometimes to their detriment. Here are some tips for an effective business succession plan.
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Good news for Wisconsin retirees; the state has expanded the retirement income tax break available on the 2025 Wisconsin income tax return, offering what could be one of the more meaningful state tax benefits for retirees in years.
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The Department of the Treasury’s Financial Crimes Enforcement Network (“FinCEN”) that created the CTA is back, but not for your business…this time. The Residential Real Estate Rule (“RRE”) is a federal rule requiring certain non-financed transfers of residential real estate to legal entities or trus
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The U.S. Treasury is eliminating paper checks for federal tax refunds and payments, with further guidance on implementation expected before the 2026 filing season begins.[1] This change follows Executive Order “Modernizing Payments To and From America’s Bank…
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