Check for Unclaimed Property At Least Once A Year
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Wisconsin is not obligated to notify you if they are holding unclaimed property that rightfully belong to you. Instead, it’s up to you to check. Read more here...
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Know Someone Getting Divorced? Here is what they should know about a possible tax law change for alimony payments…
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A possible change in the tax law could have a big impact on alimony for newly divorced individuals. Read more here...
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ABLE Accounts: A Tool for Disabled Individuals
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ABLE accounts can be established for individuals with disabilities in which the onset of the disability occurred before age 26, and can be used to pay for qualifying expenses ranging from housing and living expenses to employment related expenses. Read more here...
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Tax Cuts and Jobs Act
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House Republicans released their proposed overhaul of the U.S. Tax Code last week. One of the more controversial aspects of the Bill known as the Tax Cuts and Jobs Act is the repeal of both the federal estate tax and the federal generation skipping tax. Read more here...
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What are Revocable Living Trusts?
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A “Revocable Living Trust” is a trust established by a trust agreement that is revocable by the Grantor and created while the Grantor is living. (A “Grantor” is a person who establishes a trust.) Read more about Revocable Living Trusts here...
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What is Probate?
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Probate is a court supervised process that makes sure a decedent’s bills are paid appropriately, assets are inventoried and distributions are properly made. Read more about it here...
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1251 W. Glen Oaks Lane, Mequon, WI 53092
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F: (262) 238-6999
F: (262) 238-6999