Few, if any, court proceedings are as vilified as probate, typically because it’s perceived as being time consuming and expensive. Despite this widely held opinion, many don’t have a good…
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Cryptocurrencies such as Bitcoin, Ethereum, and the satirically named Dogecoin have seen increased news coverage in recent months. The 24-hour high value of Bitcoin on August 1, 2021, was $46,691.09….
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A Plethora of Planning Options: Different Ways to Leave an Inheritance As you may expect or know from firsthand experience, estate planning is more involved than deciding who gets what…
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THE SECURE ACT: A WHOLE NEW WORLD FOR RETIREMENT ASSETS The recent enactment of the SECURE Act, which took effect on January 1, 2020, dramatically impacts IRAs, Roth IRAs and…
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TITLING IS EVERYTHING: THE OFTEN OVERLOOKED KEY PIECE OF ESTATE PLANNING After years of putting off estate planning, you’re feeling particularly accomplished as you leave your attorney’s office with a…
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NONJUDICIAL SETTLEMENT AGREEMENTS: A MULLIGAN FOR IRREVOCABLE TRUSTS By definition, “irrevocable” means “unable to be repealed or annulled; unalterable.” Historically, irrevocable trusts lived up to their name – they were…
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PLANNING AHEAD WITH A SPECIAL NEEDS TRUST Few would argue with the notion that estate planning always requires careful consideration and planning, but when an estate plan includes a disabled…
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TAX CUTS AND JOBS ACT OF 2017 CREATES ESTATE PLANNING OPPORTUNITIES Late last year, Congress passed and the President signed new tax legislation known as the Tax Cuts and Jobs…
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By: Matthew C. Zuengler, Attorney at Hager, Dewick & Zuengler, S.C With the reinstatement of the estate tax in 2011, many individuals will want to revisit their estate plans—and soon. …
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By: Matthew C. Zuengler, Attorney at Hager, Dewick & Zuengler, S.C. Overview Family owned businesses, including farms and real estate entities, are often structured, in part, so that ownership…
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