Newsletter Article Highlights: Anne Heche’s Will Contest: A Cautionary Tale How Joint Accounts Can Ruin Your Estate Plan Understanding Common Notices Individuals Receive from the IRS How Does Life Insurance Work with an Estate Plan? Seventh Circuit Holds That Light Duty Policy Did Not Violate the PDA Firm News: The Firm Welcomes Four New Attorneys […]
Attorney Jessica K. Haskell was recently selected as the new chair of the Bankruptcy Section of the Milwaukee Bar Association. The Bankruptcy Section of the Milwaukee Bar Association is focused on providing continuing legal education seminars and engaging section members. Jessica is a member of O’Neil Cannon’s Banking, Receivership, and Creditors’ Rights Practice Group. She represents […]
The circumstances involving Anne Heche’s estate are a stark reminder of the uncertainties that may exist following the death of a loved one and the issues that can arise even when someone thinks they have their estate plan in place. Heche’s (Possible) Will When the Emmy Award-winning actress died after a fiery car crash in […]
Attorney Nancy L. Wilson, a graduate of the University of Wisconsin Law School, has joined O’Neil, Cannon, Hollman, DeJong and Laing. She will join the firm’s Estate and Succession Planning Practice Group, where she will assist clients in all matters relating to estate planning, succession planning, and trust administration. In addition to her legal experience, […]
As individuals grow older, they are often inclined to add a child to their financial accounts to assist them with paying bills and managing assets. While this strategy is convenient, it can lead to financial abuse and can also derail estate plans. A joint account is a financial account with one or more owners, who […]
Although tax season may end for many individuals after returns are filed on April 15, for others it may be just the beginning. Many people receive a notice from the IRS as they process returns. These communications from the IRS are common and aren’t necessarily a sign of trouble. If you receive a notice, read […]
We must always expect the unexpected. We can be careful and prudent in our daily lives, but there are certain things that are out of our control, like death. In the event of your untimely death, are you able to provide ongoing support to your loved ones and important causes? By securing life insurance and […]
The IRS has reminded taxpayers who pay estimated taxes that the deadline to submit their third quarter estimated tax payments is September 15, 2022. The fourth and final estimated tax payment for tax year 2022 is due January 17, 2023. Taxpayers not subject to withholding, such as those who are self-employed, investors, or retirees, may […]
Attorney Samuel D. Nelson, a magna cum laude graduate of Marquette University Law School, has joined O’Neil, Cannon, Hollman, DeJong and Laing. Sam will join the firm’s Business Law Practice Group, where he will be assisting clients in a wide variety of business law matters. While in law school, Sam was a research assistant to Dean […]
Attorney Kerry E. Dwyer, a graduate of Boston College Law School, has re-joined O’Neil, Cannon, Hollman, DeJong and Laing. Kerry had previously been with the firm from 2000-2008, working primarily with the Employment Law and Litigation Practice Groups. During her hiatus, she worked as in-house counsel for a Fortune 500 insurance company before moving out of […]