Is your State Income Tax Refund Taxable?
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The Tax Cuts and Jobs Act has resulted in less state income tax refunds being subject to federal income tax. This is because...
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It’s a Matter of Trust
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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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Do you Qualify as a Prudent Investor?
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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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Death is Inevitable; Fortunately, Death Taxes May Not Be.
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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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The Magic of Tax-Free Compounding
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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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What is a Certificate of Trustee Authority?
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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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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