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Estate Planning

Holidays – Family, Friends and Estate Planning

While this blog is primarily about tax issues that I (and hopefully you, the reader,) find interesting, I reserve the right to discuss topics from the other areas in which I practice. In this case, given the season, I wanted to talk about estate planning. The holiday season at the close of the year gives us all a chance to reflect upon, and hopefully share time with, our friends and families. One of the greatest gifts that you can give to those parties and to yourselves is to have an estate plan in place to provide for your families and friends in the event of your passing. While the federal government has removed tax issues from the planning equation except for the largest estate, there is still a need to get this area of your legal life in order.
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After Obergefell: Income Taxation of Same-sex Couples in Wisconsin

On June 26, 2015, the United States Supreme Court issued its decision in the Obergefell v. Hodges case, legalizing same-sex marriages across the United States. 576 U.S. ___ (2015). What impact did this have upon the income tax status of same-sex couples in Wisconsin? Nothing actually changed here, as same-sex marriages were already legally recognized in Wisconsin for tax purposes at both the state and federal levels. Read More…
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