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As an attorney specializing in estate planning, I have new clients fill out what we refer to as our estate planning “questionnaire” before meeting with them. It basically is a form that asks them to insert personal information on the first two pages and financial information on subsequent pages. 

As an attorney specializing in estate planning, I have new clients fill out what we refer to as our estate planning “questionnaire” before meeting with them. It basically is a form that asks them to insert personal information on the first tw…

In the beginning of the COVID-19 pandemic, I wrote about how to create a valid will in Wisconsin. At the time, we were all stuck at home by government order, and many clients signed their wills without a notary public.

Under new Wisconsin laws coming into effect soon, some important rules governing how limited liability companies (LLCs) operate will change. Following are some of the key changes, what LLC owners need to be thinking about and some approaching…

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The real estate market has been the subject of heavy speculation for the past several months. With recession concerns and high interest rates, there are safeguards you need to consider when engaging in a commercial real estate transaction. To…

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When starting a new business, you have a number of options to consider for what type of entity will be the owner of the business. The most usual options are sole proprietorship, partnership, limited liability com - pany, C corporation and S c…

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The Fair Labor Standards Act provides an employee should receive compensation for overtime hours at a rate “not less than one and one-half times the regular rate at which he is employed.” 29 U.S.C. § 207(a)(1). This is a wellknown principle b…

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You have worked hard for many years to grow and expand your business and now you are thinking the timing might be right to consider selling and enjoying the proceeds in retirement.

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You’ve probably heard the expression “if life deals you lemons, make lemonade.” Now may be a great time for you to “make some lemonade” when it comes to your investment portfolio.

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In a perfect world, business owners could spend all of their time and money focusing on a singular task: running their business. Despite the best laid plans, however, at some point ancillary concerns will arise and require— at least to some extent—that a business divert its resources to addr…

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The sub-zero temperatures that afflict the state of Wisconsin in the winter months may make it hard to believe, but Wisconsin is a new hotspot in terms of moderate to large scale solar panel projects that have popped up all around the state in recent years. The current U.S. Department of Ene…

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I f you’re a small business owner, chances are that at least some of your workforce is stressed and distracted by worries about money, making them more frazzled and less productive on the job. Studies show that 73 percent of Americans say the…

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Wendell knew he needed a financial power of attorney document in order to make sure he named someone to manage his finances and take care of his business if he was ever unable to do so on his own.

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Given the perceived cost of legal services, many individuals choose to engage in “do-it-yourself ” estate planning instead of consulting a qualified estate planner. This is particularly true when the action to be taken appears to be straightf…

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The last calendar quarter of every year tends to be the busiest for professionals who assist their clients with holiday gifting. They wonder how much they can gift and whether gift tax applies to them. This column provides basic information r…

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Even before the Biden Administration promulgated its now-in-legal-limbo vaccination/testing mandates, the COVID-19 pandemic had brought health-related and religious-related matters to the forefront of the employer-employee relationship, perha…

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One of the most commonly used estate-planning documents is a revocable trust. What makes using a revocable trust as the main document in an estate plan so popular? The main reason is because a revocable trust is a flexible arrangement that al…

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In business, many situations require you to share sensitive and confidential information with another individual or company. To ensure the other party respects the confidentiality of this information, a non-disclosure agreement, or NDA, is of…

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With federal tax laws potentially changing in the near future, it is more important than ever to review your succession plan and/or exit plan to determine when and if now is the right time to transfer your business ownership. While it is impo…

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On Sept. 7, the Equal Employment Opportunity Commission (EEOC) issued a press release regarding a recent lawsuit the EEOC brought against ISS Facility Services Inc. (ISS) regarding work from home/ remote work as a reasonable accommodation. As…

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What a difference a year makes. Twelve months ago, most of our region was beset by shutdown orders, quarantines, and either governmental or selfimposed travel restrictions. Now, the public at-large appears to be bursting at the seams to eithe…

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On Dec. 22, 2017, the Tax Cuts and Jobs Act (the “TCJA”) was signed into law, which became effective in January 2018. The TCJA made significant change to the estate and gift tax exemption, increasing the lifetime gift tax exemption for an ind…

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Like all human relationships, business partnerships have their ups and downs. When things are going well everyone is happy and business usually booms. When things are not going well even little disagreements can blow up into major disputes an…