Selecting Back-Up Parents —
Is guardian selection for your minor children causing you stress? Have you not created a will because you don't know where to start? Read this to get started on selecting a guardian for your minor children.
Well, There Goes Your Estate Plan | Impact of Proposed IRA Legislation on Estate Planning GalleryWell, There Goes Your Estate Plan | Impact of Proposed IRA Legislation on Estate Planning
Borakove Osman Newsroom, Borakove Osman Newsroom, Estate Planning, Estate Planning Blog, ThE-State of Planning, Uncategorized
Well, There Goes Your Estate Plan | Impact of Proposed IRA Legislation on Estate Planning
Based on my news feed, and the sudden increase of emails forwarding me articles on this topic, interesting legislation on IRAs has caused many financial planners, clients and estate planning attorneys to review and potentially rethink how IRAs are coordinated with a client's estate plan. The link below will take you to an article posted [...]
Family Cottage and Family Cabin Planning
When a designing an estate plan for a client with a Family Cabin, we use the following Family Cabin Poll and Discussion Tool when we explore our clients' goals and objectives.
We Are Moving!
Borakove Osman LLC is excited to announce that we will be relocating our offices to 9701 Brader Way, Suite 201, Madison, WI 53562, August 1, 2019.
Freedom & Estate Planning
This 4th of July, we are reminded about something very important to all of us – Freedom. As we spend time with our family and friends this weekend celebrating our freedoms, keep in mind that estate planning is all about freedom – the freedom to direct healthcare decision making, the freedom to control the handling [...]
Borakove Osman LLC’s Peter Osman, Esq. named 40 Under 40: The 2014 Class – In Business Madison – March 2014
BORAKOVE OSMAN LLC is proud to announce the induction of Attorney Peter Osman into the 40 Under 40 Class of 2014! Click on the link below to learn a little about what contributions Attorney Peter Osman has made to our community. Go Peter! 40 Under 40: The 2014 Class - In Business Madison - March [...]
IDGT: The Intentionally Defective Grantor Trust — More than an Estate Planning Tax Widget
I.D.G.T. - INTENTIONALLY DEFECTIVE GRANTOR TRUST Perhaps one of the most unfortunate vocabulary choices in the estate planning field lies with the “Intentionally Defective Grantor Trust,” or IDGT. While the use of the term defective may cause clients to cringe, there is nothing to fear about the IDGT’s legality or effectiveness. Let’s analyze [...]
Estate Planning FAQs
Learn the answers to many common estate planning questions below. […]
Estate Planning Awareness Week October 15-21, 2012
Press-Release-Announcing-Estate-Planning-Awareness-Week
Tax Window Closing 2012
Certain irrevocable trusts are great this year for those concerned with the potentional lost tax/estate/asset protection planning opportunities closing at the end of 2012.