• Read More

  • Tax-Wise Giving With a Donor Advised Fund

    Posted:

    A Donor Advised Fund (“DAF”), is simple, flexible and tax-efficient way to give to your favorite charities. As the fund Advisor, you (and your spouse) can make recommendations to the fund sponsor regarding what charities the funds are distributed to, when distributions are made, and what amounts ar

    Read More

  • What to do First When a Loved One Dies?

    Posted:

    When a loved one passes away, the tasks to be accomplished can seem overwhelming. This article provides a brief overview of some initial steps to consider when a loved one dies.

    Read More

  • Read More

  • Tax Outlook for 2022

    Posted:

    A new year means increased exemption amounts and updated tax brackets. Should the latest version of the Build Back Better Act (“BBBA”) be adopted, it would impose “high-income” tax surcharges on high income earners and irrevocable trusts. Strategic planning may help minimize these taxes.

    Read More

  • Increased Taxes May be Near for Irrevocable Non-Grantor Trusts

    Posted:

    Should the latest version of the Build Back Better Act (“BBBA”) be adopted, it would impose “high-income” tax surcharges starting at just $200,000 of income for irrevocable non-grantor trusts, while individuals would not be subject to the surtax until their incomes reached much higher levels ($5 mil

    Read More

Schedule an appointment with us today.

Meet with a knowledgeable attorney who specializes in your area of law.

FIND US O’Leary-Guth Law Office, S.C.
1251 W. Glen Oaks Lane, Mequon, WI 53092
CALL US P: (262) 238-6996
F: (262) 238-6999