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My grandmother owns a cottage in central Wisconsin on a quaint little lake that I have visited for longer than I can remember. A few years ago, the discussion arose about how to best transfer the property for future generations. As my grandmother found out, when your grandson is an estate planning
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Members of Congress are proposing major changes to the tax code which, if passed, might play a very bad trick on your estate plan and your investment returns.
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Written by: Attorney Maureen O'LearyPresident The Accelerating Charitable Efforts Act…
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We recently blogged about “How to Get Started” on an estate plan. Today, we tackle a similar, yet different, frequently asked question - “How to Update” an existing estate plan.
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Is now the time to sell or gift a business before the end of the year? Attorneys Maureen O’Leary and Andrew Willms discuss potential changes to gift, estate and income tax laws and why business owners might want to complete business transactions before the end of 2021.
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In the story of Goldilocks and the Three Bears, Goldilocks sampled three bowls of porridge. One bowl was too hot, one bowl was too cold and the last bowl was just right. Similarly, business owners need to find that “just right” balance for their bookkeeping.
Meet with a knowledgeable attorney who specializes in your area of law.