2023 Transfer Tax Inflation Adjustments Announced
On October 18, 2022, the IRS issued Revenue Procedure 2022-38 [...]
Portability Elections Can Be Made for Up to Five Years
On July 11, 2022, the IRS issued Revenue Procedure 2022-32. [...]
Retirement Accounts Under the SECURE Act
On December 20, 2019, the Setting Every Community Up for [...]
New Wisconsin Trust Code Provisions Regarding Trustee Accounts
I, along with Cathy Priebe of Certus, had the privilege [...]
Wisconsin Adopts Version of Uniform Trust Code
On December 13, 2013, Governor Walker signed into law the [...]
Estate Planning Process
In order to get a proper estate plan established your [...]