Planning For Lifes Certainties Death And Taxes

Planning for Life’s Certainties: Death and Taxes

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Commentary on estate planning, tax law, and elder law.

Author: Nathan Dosch is a solo practitioner in Appleton, Wis. He also authors The Dreams of a Solo.

Blawg Related Categories: Elder Law • Tax Law • Trusts & Estates • Solo / Small Firm

Recent Posts from Planning for Life’s Certainties: Death and Taxes

Happy 4th of July
As we celebrate the 233rd birthday of our great country I thought it would be an appropriate time to take a quick look at the history of income taxes in the U.S. The U.S. Treasury…
Wisconsin State Budget 2009-10
The Legislature passed it, the Governor exercised a number of vetoes, and then Governor Doyle signed the state budget on June 30, 2009. It was the first time the budget has been done on time…
IRS Letters and Notices
As the 2008 tax seasons comes and goes I thought it would be prudent to provide a link to the IRS website that describes various correspondence from the IRS that some clients have received in…
Wall Street Executive Bonuses: The Firestorm Rages On
I have not had the opportunity to fully research and review all of the material involved with the executive bonuses saga that has engulfed all of us in recent weeks, but I wanted to provide…
Wisconsin Tax Summary 2009 to 2011
Given the fact that we are approaching the tax deadline and that Governor Doyle's 2009-11 biennial budget includes a few important tax changes, I thought it would be worthwhile to summarize the tax climate in…
Three Certainties in Life?
It appears that I have discovered a third certainty in life during the time I have written (or more appropriately, not written) this blog. As you most likely surmised from that first sentence the third…
FDIC: Deposit Insurance Regulations; Revocable Trust Accounts
The FDIC recently came out with an interim final regulation regarding deposit insurance for revocable trust accounts. The FDIC summarized the interim rule as follows: SUMMARY: The FDIC is adopting an interim rule to simplify…
AARP Research Report: A Balancing Act: State Long-Term Care Reform
Link: AARP Research Report: A Balancing Act: State Long-Term Care Reform. The AARP Public Policy Institute recently published a research paper that looks at how the states have developed or revised their respective long-term care…
Funding a Revocable Living Trust
As we've discussed previously on this blog, the term Estate Planning can be a somewhat confusing term if taken without additional explanation. Estate Planning, in my mind, is approach we must all take to properly…
Long-term Care Insurance Partnership Program
I wanted to briefly mention the adoption and implementation of the LTCI partnership program in Wisconsin. This program is based on the concept that people who purchase qualifying policies and deplete their insurance benefits may…