In 2014, Congress passed the federal Achieving a Better Life Experience Act of 2015 which allows states to create “Achieving a Better Life Experience” (ABLE) … Read more→
The IRS has announced the annual inflation adjustments for the 2016 tax year as well as other 2016 tax changes resulting from recently passed legislation. … Read more→
In a previous article, we reported on a new federal law that allowed states to create “Achieving a Better Life Experience” (ABLE) accounts, which are … Read more→
Wisconsin residents may soon have a tax-advantaged way to save for the expenses of disabled family members. A new federal law allows states to create … Read more→
The IRS has announced the annual inflation adjustments for the 2015 tax year as well as other 2015 tax changes resulting from recently passed legislation. … Read more→
We’ve all been there before. You are at a Badgers tailgate or youth baseball game when a cute kid asks you to buy a gas … Read more→
The new Wisconsin Trust Code creates default rules that apply to trusts unless they are overridden by the terms of the trust agreement. This article … Read more→
If you become incapacitated, who will make financial and health care decisions for you? If you have a durable financial power of attorney and a … Read more→
How long should you keep your tax returns? Generally, you should keep an income tax return and supporting records (i.e., W-2 forms, 1099 forms, Schedule … Read more→
The IRS has announced the annual inflation adjustments for the 2014 tax year as well as other 2014 tax changes resulting from recently passed legislation. … Read more→
Providing for the college education of your children or grandchildren may be one of your estate planning goals. There are a number of ways that … Read more→
“Plan your legacy now so you can choose how you will be remembered.” Carolyn represents individuals and families with estate planning, from simple wills to … Read more→
