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Meet Mike: Blending Legal Knowledge And Compassion For Planning For the Future

By Mike Menninger Most of us can point to specific people or events that influenced our decisions and made a significant impact on how we live our lives. For me, it was the inspiration and example of my parents that led me to where I am today. They t… Read More

Testamentary Charitable Remainder Trusts

Many people have expressed concern about possible changes to the federal estate and transfer tax, as tax changes frequently accompany a new presidential administration. Therefore, it is always a good idea to be aware of tax planning strategies such a… Read More

Using GRATs and IDGTs for Estate Planning

In our continuing series of blog posts on planning for possible tax changes under the Biden administration, we would be remiss if we did not take some time to discuss grantor retained annuity trusts (GRATs) and intentionally defective grantor trusts… Read More

Who We Serve And How We Can Help

By Ted Gudorf, JD, LLM Just as you wouldn’t want a plumber wiring the electricity in your new home, you don’t want just anybody guiding you in your legal and financial life. With something that important, you want to experience the peace of mind… Read More

Completed Gift Domestic Asset Protection Trusts

In recent blog posts, we have been discussing potential changes to tax law under the Biden administration, and tax strategies to deal with those changes. One very useful tax and estate planning strategy involves completed gift domestic asset protecti… Read More

Should Your Estate Plan Include a SLAT?

Over the past couple of months, we have been discussing the federal estate tax law in this space, including the current state of the law, changes President Biden has proposed, and some general strategies to deal with possible changes to the federal e… Read More

Estate Tax Planning Strategies for the Biden Tax Changes

In the first few months of President Biden’s administration, the focus has been on COVID-19 relief, voting rights, and infrastructure. But President Biden campaigned on changes to the tax system, and you can be sure that, sooner or later, the admin… Read More

How Will Estate Tax Law Change Under the Biden Administration?

In recent years, tax policy has tended to change depending on which political party held the reins in Washington, D.C. These swings are problematic for people making long-term financial decisions; The increasingly dynamic nature of tax law offers a g… Read More

Meet Ted: Why I Specialize In Estate Planning

By Ted Gudorf, JD, LLM As we move through life, we face all sorts of problems. Some of these challenges can be overcome on our own, but others need the help of professionals. When it came time for me to choose a career, I had one overarching goal—t… Read More

Federal Estate Tax: Current State of the Law

When an individual dies, any assets they own could be subject to federal estate tax. However, under today’s laws, very few estates—only two in a thousand—are likely to pay federal estate tax. That figure could change significantly with the new… Read More

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