• Goldilocks and the Three Bookkeepers

    Posted:

    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.

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  • An Introduction to Long-Term Care Planning

    Posted:

    Long-term care planning involves coordinating a variety of services to plan for an elder’s housing, health care, and quality of life. An elder law attorney can help with navigating these tasks and more.

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  • Estate Planning: How to get started?

    Posted:

    A frequent question we are asked by new clients is “how do I start the estate planning process?” It’s easier than you may think. Let me walk you through the process.

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  • Wisconsin Tomorrow Small Business Recovery Grant

    Posted:

    The Wisconsin Department of Revenue opened the doors for applications to the Wisconsin Tomorrow Small Business Recovery Grant this week with the deadline to apply set for June 7th.

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  • What Biden’s Tax Changes Might Mean for You

    Posted:

    This past Wednesday, President Biden laid out the tax changes he is proposing to fund his most recent spending package, which he has named “The American Family Plan”.

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