• Charitable Giving Tax Considerations

    Posted:

    Now that the holiday season has arrived and 2018 is drawing to a close, many of us will be contemplating end of the year charitable gifts. Here are a couple of important tax breaks you will want to keep in mind when making charitable contributions.

    Read More

  • 2019 Gift and Estate Tax Exemption Amount

    Posted:

    Yesterday the IRS announced the official 2019 federal gift and estate tax exemption amounts This amount is adjusted periodically for inflation. The 2019 federal gift and estate tax exemption amount will be...

    Read More

  • WHAT CAN YOU DO IF YOU SUSPECT ELDER FINANCIAL ABUSE?

    Posted:

    Elder financial abuse is the illegal or improper use of a senior’s money, property, or assets. Many people simply don't know what to do when they suspect elder financial abuse. What should you do if you suspect financial elder abuse?

    Read More

  • Tax Planning for Investment Portfolios

    Posted:

    Fall has arrived in all its colorful splendor. This means that the end of the year is closer than many of us would like. It also means that there is no time to waste if you want to act to lower the taxes on the investment returns you collected during the year.

    Read More

  • Wisconsin’s Upcoming Sales Tax Holiday

    Posted:

    Back-to-school shopping on your mind? Good news, the Wisconsin Legislature has decided to institute a one-time "sales tax holiday" between August 1st and August 5th, 2018.

    Read More

  • Read More

Schedule an appointment with us today.

Meet with a knowledgeable attorney who specializes in your area of law.

FIND US Willms Law Firm, 414 N. Main St., Thiensville, WI 53092
CALL US P: (262) 238-6996 or (800) 238-6996
F: (262) 238-6999