(414) 276-4366
Milwaukee, WI
Trusts & Estates, Elder Law, Tax and Closely Held Businesses | Attorneys Licensed in Wisconsin and Illinois
(414) 276-4366
Milwaukee, WI
Trusts & Estates, Elder Law, Tax and Closely Held Businesses | Attorneys Licensed in Wisconsin and Illinois
May 30, 2017 by Moertl, Wilkins & Campbell, S.C.
There has often been confusion about the role or purpose of annuities in Medicaid planning. Is there a place for annuities or is this planning tool obsolete?
February 28, 2017 by Stephen Lasky
A trust is “revocable” if the terms of the governing instrument allow the trust settlor to amend the trust’s terms, or cancel (revoke) the trust or remove property from the trust without the approval or consent of a third party (e.g., trust beneficiary, a court). Conversely, a trust is “irrevoca
February 01, 2017 by Moertl, Wilkins & Campbell, S.C.
When a family member passes away, grieving relatives do not typically contemplate the decedent’s basic tax reporting obligations.