Searching Content indexed under Wills/ Intestacy/ Estate Planning by Reinhart Boerner Van Deuren s.c. ordered by Published Date Descending.
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How To Protect Your Child's Inheritance For Future Generations
When preparing an estate plan, it is important to consider the impact a child's or grandchild's future divorce may have on your legacy.
United States
28 Jun 2019
Changes To Wisconsin's Transfer-On-Death Statute: Why Avoiding Probate Just Got Easier
The Wisconsin legislature recently enacted a number of changes to a Wisconsin statute allowing for non probate transfers of real property (i.e., land) upon death.
United States
14 Sep 2018
Famously Unprepared: Is Aretha The Latest To Be Inviting A Family Wealth Dispute?
It's not unusual that when a wealthy person dies, various writings are filed with the court purporting to be that person's will.
United States
9 Sep 2018
A Blueprint For Family Business Succession Planning
When the owners of a family business ask their attorney to advise them with family business succession planning, counsel should begin with an outline that summarizes the whole process ...
United States
1 Dec 2017
Repeal Of The Death Tax
As part of his proposed tax plan, President Trump plans to repeal the "death tax" a controversial tax that affects the wealthiest .002% of Americans.
United States
16 May 2017
Legacy Planning Starts Now
Don't let uncertainty over estate tax repeal become one more reason to delay focusing on framing the legacy you want to leave for your family and your business.
United States
13 Apr 2017
Using Nondeductible IRAs To Fund Roth IRAs
This article addresses one narrow planning technique that many people find useful in building Roth IRAs: Forming and funding "nondeductible" IRAs and then converting those nondeductible IRAs to Roth IRAs.
United States
27 Mar 2017
Estate Planning For Digital Property
In today's society, most of us use digital property on a daily basis. Digital property includes such things as e‑mail accounts...
United States
24 Jan 2017
IRS Issues Proposed Regulations Limiting Valuation Discounts
After much anticipation, the Internal Revenue Service issued proposed regulations on August 2, 2016, limiting the ability to take valuation discounts in connection with certain intra-family.
United States
16 Aug 2016
Multigenerational Planning: A Case Study
About 10 years ago, Reinhart Boerner Van Deuren began working with a family that had operational control of a multigenerational family business in Southeastern Wisconsin.
United States
18 May 2016
Pet Trusts – Protecting Your Pet When You No Longer Can
According to the American Veterinary Medical Association, 79.7 million households (65% of U.S. households) have a pet.
United States
7 Apr 2016
New Wisconsin Trust Code ‑ A Year In Review
The new Wisconsin Trust Code (the "WTC") went into effect July 1, 2014, fundamentally changing the law in Wisconsin governing trusts.
United States
27 Jan 2016
Year-End Tax Planning And 2016 Changes
As 2015 draws to a close, it is time to focus on year-end strategies to lessen the income or transfer tax bite.
United States
3 Dec 2015
Creating And Building A Roth IRA
As mentioned in a prior article, Roth IRAs are powerful estate, financial and tax planning devices. Given their power for wealth transfer planning, it is important to understand the rules that apply to how Roth IRAs are formed and funded.
United States
9 Oct 2015
Act Now! Regulations Limiting Valuation Discounts Anticipated By Fall
One of the most powerful tools in an estate planner's toolbox is the ability to take valuation discounts for purposes of gift tax or estate tax calculations.
United States
31 Jul 2015
Valuation Challenges In Estate And Gift Tax Planning Situations: Practical Dos And Don'ts Of Obtaining, Relying Upon, And Defending A Valuation Report
Michael Goller examines the duties owed by the practitioner and the risks faced by the client when wealth transfer issues involve valuation issues.
United States
13 Jul 2015
Succession Planning For The Family Vacation Home
The sounds of Memorial Day rang through the Northwoods last weekend—vacation homes being opened, piers being put in, boats launched, roofs and decks swept of their winter debris.
United States
28 May 2015
Drafting In A Parallel Universe
A U.S. District Court for the Southern District of Georgia, recently engaged in an ontological thought experiment reminiscent of the "many-worlds" interpretation of quantum mechanics.
United States
7 May 2015
Estate Planning For Digital Assets
There seem to be more questions than answers when it comes to estate planning for digital assets.
United States
16 Apr 2015
Roth IRAs: What Are They And How Do They Work?
Roth IRA is perhaps one of the most powerful financial and estate planning tools we have to use. Roth IRAs were initially created in 1997 to allow people to save for buying their first home, and are named after Senator William V. Roth, Jr., who was their early champion.
United States
9 Feb 2015
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