News & Education

If You Have Young Children, You Should Have a Will

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When you’re a parent of young children, planning becomes an essential part of your life.  We plan for our child’s birth, birthday parties, play dates, education, and everything else that happens in our daily lives.  Our goal with all of our planning is to make sure our kids grow up happy, healthy, and ready for life’s challenges.  That’s why there is no excuse for not having a Will and other estate planning documents in place to make sure those same goals are accomplished even if we are not there to see them.

Attorney Jeff Goldman to Appear on Googins & Anton's "Straight Talk About Money"

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DeWitt Ross & Stevens Attorney Jeff Goldman will be appearing on Googins & Anton's "Straight Talk About Money" radio show conducting an interview about estate planning and the recent tax law changes. Part one will air April 6, 2013, at 8:30 am on WOZN The Zone 1670 AM and 106.7 FM, and April 7, 2013, at 8:30 am on ESPN Sports Radio 100.5 FM. Part two will air on April 13, 2013, and April 14, 2013, at the same times and stations.

Wealth Planning Update - January 2013

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If you are charitably inclined, older than age 70 ½, and want to reduce your 2012 taxable income, it is not too late. But, you must act quickly.

Under the new tax law, taxpayers age 70 ½ or older have a limited time left to make tax-free, cash distributions from IRAs to qualified charities for the 2012 tax year.

Wealth Planning Update - June 2012

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When did you last update your estate plan? Has it been more than five years, or perhaps even ten years? Since then, has your financial situation changed? Have you retired? Have any of your beneficiaries gotten married or divorced or experienced financial problems? Are you concerned about estate taxes or probate?

If you answered “Yes” to any of these questions, now would be an excellent time to meet with your estate planning advisor. Under current law, exclusions are high, tax rates are historically low, and the opportunities for transferring wealth to your children and grandchildren are unprecedented. However, current estate tax rules are scheduled to expire at the end of 2012, so the time to act is now.

Attorney Jeff Goldman Elected to the Madison Estate Council Board

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MADISON - The law firm of DeWitt Ross & Stevens S.C. today announced Jeff Goldman was elected to the board of the Madison Estate Council on April 23, 2012. Goldman has been with the firm since 2006.