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  • Do you Need a Paycheck Checkup?

    Posted:

    It’s important to revisit your tax withholding, especially if major changes from the Tax Cuts and Jobs Act affected the size of your refund this year. Even if you did a Paycheck Checkup last year, you should do it again to account for differences from TCJA or life changes.

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  • Making Gifts to Minors

    Posted:

    Gifts to minors can do a world of good or unintended harm. If structured properly, gifts can be used to pay for educational expenses, provide a financial foundation for the future, or help cover special need expenses. By contrast, poorly structured gifts can...

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  • It’s a Matter of Trust

    Posted:

    I used to do a good deal of public speaking. More recently, however, I have not been able to find the time to do so. That changed the other day, when Maureen O’Leary and I were honored to speak to The Milwaukee Estate Planning Forum.

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