Corporate executives in Wisconsin often receive a large portion of their compensation through restricted stock units (RSUs), stock grants, or employer equity awards. As your shares vest, they can quickly become a significant part of your net worth—and with that comes complex questions about taxes, transfer planning, and probate exposure. One of the most [...]
The Illinois Secretary of State’s Department of Business Services has announced a new Franchise Tax and License Fee Amnesty Program. This limited-time program gives eligible corporations the opportunity to avoid penalties and interest on unpaid or underreported franchise taxes. If your business is incorporated or authorized to do business in Illinois, you’ll want to [...]
As the summer winds down and the school year begins, parents everywhere are checking supply lists, packing lunches, and signing permission slips. But there’s one important checklist that often gets overlooked: estate planning and emergency preparedness. While it’s not as fun as picking out new backpacks, taking time to put your legal and financial [...]
Too many high-earning professionals and business owners think of estate planning as something to do “someday”—after retirement, after the kids are grown, after things slow down. But life doesn’t always wait for the perfect moment. Whether you’re running a practice, growing a business, or building generational wealth, the decisions you make today will shape [...]
It's time for your estate plan tune-up! Have you ever looked at your favorite musical instrument and realized it's time for a tune-up? It's been a while since you've played it, and it just doesn't sound quite right. Your estate plan is no different. Just like your instrument, it requires periodic attention to ensure [...]
Protecting your child will always be your number one job, even as they reach adulthood. Watching your child grow into an independent adult is a bittersweet milestone. While it's exciting to see them spread their wings, it can also be challenging to adjust to the new dynamics of your relationship. One of the most [...]
Reasons to start estate planning this Spring are all about getting a fresh start! Spring has sprung! The birds are chirping, flowers are blooming, and there's a fresh sense of renewal in the air. It's the perfect time to tackle that spring cleaning list, but what if we told you there's an even more [...]
Wills and trusts may seem like just documents to some, but they are the foundation of protecting your legacy. Estate planning can feel overwhelming, especially when terms like "wills" and "trusts" get thrown around. You know you want to ensure your loved ones are taken care of after you're gone, but navigating these legal [...]
A Spousal Lifetime Access Trust (SLAT) may be a tool that you need in your estate planning to stay ahead of taxes. In the world of estate planning, the landscape is ever-changing, with tax laws and regulations in constant flux. Recent proposals to alter federal estate and gift tax exemptions serve as a stark [...]
Life insurance in estate planning is a crucial aspect of financial management often overlooked or delayed by many individuals. Yet, it holds significant importance in securing the future for your loved ones and ensuring your assets are distributed according to your wishes. Among the myriad tools available for estate planning, life insurance stands out [...]
