Notice:

The Corporate Transparency Act is now in effect as of January 1, 2024.

Home
Our Blog
Articles

Articles

To download PDFs of each article, please click the download icon to the right of the articles's title.

Estate Planning

Sept 12, 2023 Ozaukee News Graphic Article

O'Leary-Guth racking up recognitions for its law practiceDownload pdf

Support Stack of Comprehensive Services from The Milwaukee Company and Willms-O'Leary, S.C.

Your Will Probably Doesn't Meet Your Objective

Tax Planning for Investment Portfolios

Tax Cuts and Jobs Act Personal Income Tax Brackets

Installment Sales and Estate Planning

Basis Step-Up

Funding Living Trusts

How to Prepare for an Estate Planning Meeting

Estate Planning for Vacation Homes

Checklist for Determining Domicile

Avoiding Probate for your Personal Residence

State of Domicile Considerations

Administration of Private Foundations

Tax Planning with Charitable Trusts

Annual Exclusion Gifting Post ATRA

Planning for Tax Law Changes with GRATs and SLATs

2013 Tax Reform Update

2013 Budget Proposal

New Taxes to Take Effect 2013

Considering the Use of a Designated Fund or Donor Advised Fund

Discussion of Health Care Powers of Attorney

Wisconsin Trust Code Update

Portability Election and Credit Shelter Trust to Save Estate Taxes

Income Tax Provisions 2010 Tax Act

Investments and Estate Planning

Maximizing Life Insurance Premiums

2012 Year-End Tax Planning

Estate Planning after 2010 Tax Act

GST Tax Return Filing

Advising Clients About Life Insurance

Estate Planning Considerations for IRA and Qualified Benefit Plans

Estate Planning for a Community Property Interest in IRAs

Estate Planning for Community Property Interests in IRAs - Round 2

Incentive Planning

Irrevocable Life Insurance Trusts

Planning for Life Insurance in Qualified Plans

Tax Return Filing Reminder

Using an Ethical Will in your Estate Plan

Estate Planning for Firearms

Statute of Limitations on Taxable Gifts

Taking Advantage of Changing Interest Rates

Ten Estate Planning Considerations for Wisconsin Farmers

The Roth IRA - It's Really Amazing!

Total Return Unitrusts

Wisconsin - An Estate Planning Paradise

American Taxpayer Relief Act

Estate Planning Benefits of Roth IRA's

Ozaukee News Graphic Article

Area law firm now Willms-O'Leary, S.C.

Elder/Disability Law

Protecting a Personal Residence from Medicaid Claims

Wisconsin Trust Code and Special Needs Trusts

Irrevocable Trusts and Long-Term Care Planning

Protecting Against Elder Abuse

Considering a Special Needs Trust

How Your Estate Plan Protects from Incapacity

Myths of Medicaid Planning

Wisconsin Trust Code and Special Needs Trusts

Business Law

Drafting Tips to Obtain Maximum Tax Savings from FLPs

Intro to Non-Qualified Deferred Compensation Plans

Who is Responsible for an LLC's Tax Liabilities

Discounting Transfer Taxes with LLC's and FLPs

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