Shakespeare Wealth Management

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262-814-1600
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Which state do I pay tax to if I’m spending time in more than one state?

January 14, 2021 By Shakespeare

By Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC® This article is the second in a two-part series.  Part 1 focused on how to establish residency for state tax purposes.  Part 2 focuses on the tax impact of spending time in multiple states during the year. For those that spend time living in more than one […]

Filed Under: Brian Ellenbecker, Tax Planning

Covid canceled our Christmas Party!

December 23, 2020 By Shakespeare

Christmas Party Canceled Blog

What’s a Shakespeare team to do when we are forced to miss out on having our FAVORITE event of the year – a time when we get to see so many of your friendly faces and enjoy spending time with you outside of the office? Well, I’ll tell you what!  Shakespeare is going to give […]

Filed Under: Uncategorized Tagged With: 2020, american foundation for suicide prevention, cancelled christmas, cancelled party, cancer center, children't tumor foundation, covid 19, fisher center for alzheimer's research foundation, Giving, hope street ministry, life's connection, medical college of wisconsin, national multiples sclerosis society, Shakespeare Wealth Management

COVID-19 Relief Bill to Provide $900 Billion in Relief

December 22, 2020 By Shakespeare

COVID-19 Relief Bill

By Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC® The Consolidated Appropriates Act was passed by Congress and signed into law by the President on December 22.  The bill provides relief to individuals, families and businesses who may still be struggling due to COVID-related issues. Some of the key provisions of this legislation include: Provisions to […]

Filed Under: Relief Bills, Uncategorized Tagged With: 2020, Brian Ellenbecker, cfp, covid 19, covid 19 relief bill, december 22, individuals, relief bill, Shakespeare Wealth Management, small business

Establishing Residency for State Tax Purposes

November 17, 2020 By Shakespeare

Blog Establishing Residency For State Tax Purposes

By Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC® This article is the first of a two-part series.  Part 1 focuses on how to establish residency for state tax purposes.  Part 2 focuses on the tax impact of changing state residency. We are commonly asked questions surrounding how to establish tax residency in a new state.  […]

Filed Under: Tax Planning, Uncategorized Tagged With: declaration of domicile, domicile, driver's license, establish residency, local providers, new community, residency, school, state tax, tax planning, title property, update estate planning, where you live

Guest Blog – Home Care Assistance v. Assisted Living: Which is Better?

November 12, 2020 By Shakespeare

Guest Blog Home Care Assistance V. Assisted Living

Home Care Assistance v. Assisted Living: Which is Better? By Pam Foti, Co-Owner and Elder Care Advocate at VESTA SENIOR NETWORK.  “Hi, my name is Jane. The social worker at my mom’s rehab facility told me I should reach out to you. What is it that you do? I’m really hoping that you can help […]

Filed Under: Insurance - Preserve and Protect Tagged With: assets, assisted living, cost, elder care, elder care advocate, home care assistance, home health care, nursing care, Pam Foti, safety, Vesta Senior Network

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N22 W27847 Edgewater Dr.
Pewaukee, WI 53072
262-814-1600

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