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Tax Planning for 2025 and Beyond

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Planning is important for your income taxation during life as well as for any estate taxes at death. With year-end approaching, it is an ideal time to begin planning for the year ahead. As Benjamin Franklin said: “By failing to prepare, you are preparing to fail. http://dlvr.it/TQddQ5

The Seedier Side of the Holidays

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Scammers will use any leverage possible to separate you from your money. This includes preying upon a grandparent’s love and concern for their grandchildren. The so-called grandparent scams are among the most popular scams targeting the elderly and rely upon details gleaned from social media sites to make the call seem realistic. It’s important to recognize the signs of potential scams and understand how to guard against them. http://dlvr.it/TQTSsh

Long Term Care Expenses: What Wisconsin Families Should Know Before a Crisis

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Long term care expenses can rise quickly in Middleton and Baraboo. See typical Wisconsin costs, who pays, and steps to plan before crisis. http://dlvr.it/TQCsKz

Help Your Family Avoid Probate in Wisconsin

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Avoiding probate in Wisconsin can help your family save time, money, and stress. Learn simple steps you can take now. http://dlvr.it/TPk4cx

What Football and Estate Planning Have in Common

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I, like many Americans, love football. As I settled in to watch my team’s game this week, I wondered if I could turn it into a blog. As I watched, I realized, in fact, football and Estate Planning share many commonalities. http://dlvr.it/TPRpQZ

Pumpkin Kisses and Harvest Wishes

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As the spooky season transitions into the season of Thanksgiving, it’s important to remember our why. Most of us do what we do for our families and loved ones. As the holiday season approaches, do something that will have a lasting impact on your family. Create a comprehensive Estate Plan. Make sure that you take the time to consult a qualified Estate Planning attorney who can provide advice regarding all the elements necessary to complete your plan. http://dlvr.it/TPDSXc

Fall Summit 2025: Accountability in Action

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The best Estate Planners know that staying current on the latest trends and developments is essential to serving their clients with excellence. That’s why the American Academy of Estate Planning Attorneys hosts its semi-annual conference, providing education and learning for and inspiring excellence in its Members. http://dlvr.it/TP2CnQ