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

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…
Estate Planning for Same-sex Couples
By: Nicholas P. Hoffman, Dosch Law Firm, LLC As the Baby Boomers come of age – retirement age, of course – they likely have some kind of estate planning in mind. But estate planning, like…
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…
Link: 50 Tools and Resources for Freelancers During Tax Season
I received an email tip this evening drawing my attention to a post on the Bootstrapper blog titled, 50 Tools and Resources for Freelancers During Tax Season. As you can see from the title the…
Will Estate Planning go Digital?
The idea of eliminating the need for paper copies of estate planning documents such as Wills or Trusts may at first glance seem natural to clients given our society's trend toward limiting the use of…
Wisconsin We Have a Budget... For Now?
I have done my best to follow the Wisconsin Budget proceedings over the past four months. "Technically" the budget was due on or before July 1st, but the State Legislature spent some 114 days debating…
How much does a Will or a Revocable Trust cost?
This is probably the most commonly asked question during the first five minutes of any initial conversation I have with a potential estate planning client. I believe it is a justified and important question to…
Estate Planning for Vacation Homes, Part II
Soon after I published my planning for vacation homes post I came across this post by Bill Gratsch over at Blawg.com titled Finding a Niche: CottageLaw.com. Mr. Gratsch's post discusses the work of Michigan Attorney…
Who do you want to get your "stuff" when you die?
The class of assets in one's estate that is often the cause of the majority of familial disputes is also often the least focal point of an overall estate plan. This class of assets is…
Who will pay for mom or dad's long-term care?
This question is often not considered until mom or dad is already in a long-term care facility or will be in need of such a facility in the very near future. At that point options…