Should Wisconsin executives put employer stock into a trust? Learn how trusts help control taxes and protect RSUs and stock ...

Discover the top 10 estate planning mistakes doctors make and how to protect your business, assets, and family from ...

Learn what business owners in Illinois must update in their estate plan before selling. Avoid probate delays, tax issues, & ...

Estate planning for dentists can integrate tax, trust, and succession planning when selling a dental practice. Protect your legacy now.

When a loved one passes away, settling their estate is often a necessary yet overwhelming task. While it’s natural to want a quick resolution during such an emotional time, the process of settling an ...

Extension of Current Exemption: The Tax Cuts and Jobs Act (TCJA) temporarily doubled the federal estate tax exemption to approximately $13.99 million per individual in 2025. Without Congressional ...

Every family has different circumstances and dynamics. Irresponsible beneficiaries can be hard to plan for. Maybe you’re planning to leave everything to your children but they are still young. Maybe ...

Think about your online life: email, Facebook, Instagram, cloud storage, bank accounts, crypto wallets. Now imagine your loved ones trying to access those accounts after you’re gone. Could they log in ...

When it comes to estate planning, many people think a will is all they need. But if you want to truly protect your assets, avoid probate, and make things easier for your loved ones, a revocable living ...

Community property is a legal framework that exists in a select number of states, including Wisconsin, California, Texas, and Arizona, among others. The core principle behind community property is ...