Category Archives: Uncategorized

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 →

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 →

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 →

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 →

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 →