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It’s important to revisit your tax withholding, especially if major changes from the Tax Cuts and Jobs Act affected the size of your refund this year. Even if you did a Paycheck Checkup last year, you should do it again to account for differences from TCJA or life changes.
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Readers of this blog already know I am a long-time car enthusiast. My passion for all things auto began when I was in high school (a little over 40 years ago -- ouch!). Like most of my high school gear-head cohorts, my first car crush was on muscle cars from the late 60’s and early 70’s...
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Gifts to minors can do a world of good or unintended harm. If structured properly, gifts can be used to pay for educational expenses, provide a financial foundation for the future, or help cover special need expenses. By contrast, poorly structured gifts can...
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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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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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