Category Archives: Uncategorized

Tax Busters for Investment Advisors

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Why is estate planning more personal than financial?

I have written a number of posts discussing the little-known benefits of revocable living trusts (“RLT”). However, the fact is that the main benefit is that the RLT is the kindest to your family. I am sold on revocable living trusts (“RLT”) … Continue reading

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Revocable Living Trusts, Financial Management+

No one can afford to ignore estate planning. This series describes less-known features of a Revocable Living Trust as the back bone of your estate plan. Pass it on! A well-drafted RLT package provides you and your family superior financial … Continue reading

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Revocable Living Trusts — a true story

I have been talking about the benefits of a revocable living trust plan for your family. The following true story says it all. In a meeting with recent widow, she asked me what she had to do to settle her … Continue reading

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Did you know your Revocable Living Trust could do this?

Considering the hardships of Covid-19, it should come as no surprise that estate planning is more important than ever. If you do not have an adequate estate plan, your family will likely suffer–financially and emotionally.Your estate plan is primarily for … Continue reading

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What to do on Tax Day and after

If you haven’t filed your tax return, it’s time to get cracking! If you are a small business you will benefit by using an experienced tax professional. As a Super Lawyer in taxation, it is time for me to make … Continue reading

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What Can Wis Do for You?

This is a brief summary of Business, Tax and Estates Planning tasks that Wis can do for you. If you wonder if Wis can do it, call and see! TAXES Tax return preparation Tax Mastery© Analysis IRS Examinations IRS Appeals … Continue reading

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Individual Tax Planning, Sept 2018

Are you throwing away tax savings? I bet you are. There is a saying about taxes: “You don’t know what you don’t know.” Most taxpayers miss thousands of dollars in tax benefits and I find them, so I pay for … Continue reading

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