Peter, Paul, and Mary have done well for themselves. Each has a nice home, a seasonal residence, and a large IRA. Coincidentally, each also has an additional $11 million worth of real estate, savings, brokerage accounts, and...more
7/31/2020
/ Asset Valuations ,
Closely Held Businesses ,
Coronavirus/COVID-19 ,
Estate Planning ,
Estate Tax ,
Estate-Tax Exemption ,
Gift Tax ,
Individual Retirement Account (IRA) ,
Irrevocable Trusts ,
Tax Exemptions ,
Trusts
In Wisconsin, we are soon to reach 25,000 positive COVID-19 test results, over 3,200 hospitalizations, and close to 750 deaths attributed to COVID-19, the disease caused by the coronavirus. It is being recognized that the...more
6/23/2020
/ AARP ,
Coronavirus/COVID-19 ,
Elder Care ,
Health and Safety ,
Health Care Providers ,
Healthcare Facilities ,
Healthcare Workers ,
Infectious Diseases ,
Long Term Care Facilities ,
Long-Term Care ,
Nursing Homes