Posts in January, 2017

Jan 26 Forget About The Estate Tax. Capital Gains Tax Is The New Tax To Avoid

But almost every family who engages in estate planning has assets that have appreciated in value. That means there is the ...

Jan 20 What Are Options That People Consider When Attempting to Protect Their Estate from Nursing Home Poverty?

We’ve talked to many Wisconsin families about things that they had done in an effort to protect their money from all being sucked ...

Jan 13 How Are Retirement Plans Handled In An Estate Plan?

Retirement plans, including IRAs, 401Ks, 403Bs and 457As, are not controlled by common estate planning documents such as wills and ...

Jan 06 Why Are IRA Assets The Biggest Surprise People Get In Estate Planning?

A lot of people do not understand the landscape of how an IRA or retirement plans pass to beneficiaries. They do not necessarily ...