More couples than ever are building deep, lasting relationships without ever walking down the aisle. Whether by choice, circumstance, or principle, many Americans are opting out of marriage—but not out of commitment. Data indicate that cultural norms regarding marriage in the United States have undergone significant shifts over the past several decades....
Category: Estate Planning
Avoid Living Probate in Madison Wisconsin: How to Keep Guardians and Conservators Out of Your Estate
While many proactive individuals understand the importance of having a comprehensive estate plan, they often assume that their plan addresses only what happens after they pass away. However, a comprehensive estate plan is also meant to positively impact your life by planning for and providing necessary protections while you are still around...
Retirement Planning for Madison, WI Business Owners
Many employees save for retirement by participating in their employer’s 401(k) plan and maybe even opening an individual retirement account (IRA) or Roth IRA for additional savings.
As a business owner, planning for retirement requires more effort, foresight, and strategy. In addition to navigating the wide range of retirement...
Wondering Whether You Need to Update Your Madison, WI Estate Plan? You Do. Here Is Why.
Since creating your estate plan, have you thought about updating it? If you are like most people, probably not. However, the carefully thought-out plan you created years ago may not meet your current goals or family circumstances. To put things in perspective, consider a family that may sound similar to yours.
Mission Accomplished: Your Guide to Veterans’ Planning Essentials
Joining the military often sets individuals on a path that is distinctly different from pursuing higher education or entering the civilian workforce. Every year around Veterans Day, we honor the sacrifices of those who have served our country. However, we do not always pause to consider the unique experiences and challenges Veterans...
When Is an Estate Subject to State Death Taxes in Madison, WI?
The United States imposes a federal estate tax at death, which is based on the total value of the deceased person’s estate (everything a person owns at the time of their death) and is paid from the estate itself.
In addition to the federal estate tax, some states assess...
Just Like You Need a Medical Checkup, Your Estate Plan Needs a Checkup in Madison, WI
Creating an estate plan is a crucial task for any adult, but it is not a one-and-done task. Think of it as an annual physical exam or a periodic review of your investments with your financial advisor; regular checkups of your estate plan are essential to ensuring that it still fits your...
Estate Plans Age Too: How to Keep Yours Fresh and Effective in Madison, WI
Your estate plan is one of the most important sets of legal tools you will ever create. An estate plan is designed to protect you, your loved ones, and your money and property. It can minimize taxes and fees and ensure that your loved ones are taken care of. Depending on the...
The State of the 401(k) in 2025
The 401(k) has become one of the most essential tools for building and transferring wealth in America.
As a product of late 20th-century tax policy that shifted the responsibility for retirement savings from employers to individuals, today roughly 6 out of 10 Americans say that they have a 401(k)...
Plan Smart, Live More: Test Your Estate Planning IQ!
In 2025, what is the total amount of money and property you can gift during your lifetime and leave at your death to your loved ones (other than to your spouse) without owing federal estate tax?
$5 million
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