Trust and Estate Planning

An estate plan plays an essential role in preserving wealth for the future. As experienced financial professionals, we specialize in creating estate plans for individuals and business owners to safeguard their wealth. We employ a number of proven tax planning strategies to ensure that your beneficiaries are minimally taxed on your assets, and that the funds will be transferred to them in an organized and timely manner. When we develop your estate plan, we’ll tailor it to your desires, time frame, and financial situation to ensure it’s a true reflection of your goals.

The Neal Group, LLC is devoted to delivering unparalleled customer service with a personal touch. We firmly believe that the most important step in designing an appropriate estate plan is listening, so we take the time to learn all we can about each of our clients before we start building their unique plan. We then outline an estate plan to match their particular needs and preferences, while protecting assets for their beneficiaries.

Estate Planning and Tax Services

Estate planning for individuals

Estate tax returns

Trust and gift tax returns

Trusts

Charitable gifting

Business succession planning

Our CPA is deeply invested in upholding the fiscal interests of our clients and their families. Call us at (414) 325-2040 now. Together we’ll devise a practical trust and estate plan that will financially prepare you and your loved ones for what lies ahead.

Contact Us for a Complimentary Initial Consultation

What Are Some Things I Should Do Before December 31st to Save Money and Taxes?

As the holidays are just a few weeks away across Southeastern Wisconsin, the year-end rush brings more than festive cheer. It's your last chance to optimize finances before the 2026 tax season starts. At The Neal Group, we've helped countless local families and...

A Moment to Give Thanks for My Milwaukee Clients

As we’re entering Thanksgiving week, I’ve been thinking about how “interesting” this year has been. And I mean that in the polite way we describe things that are not exactly a joyride.The national noise was intense.- Inflation nearly made eggs feel like a...

What Are The Best Safe Online Shopping Tips For Milwaukee Holiday Shoppers?

Key Takeaways Watch for IRS impersonation scams. Use a password manager. Strong, unique passwords for every account are non-negotiable. Keep your devices updated. Software updates often patch newly discovered security flaws. Use antivirus...

How Tax Resolution Can Save Your Holidays (Yes, Really)

As the holidays begin and family gatherings start, the last thing you need is IRS notices ruining the holidays. In Milwaukee and Southeastern Wisconsin, tax stress can hit hard this time of year. But here's the good news: tax resolution services from The Neal Group...

How Do Milwaukee Investors Avoid Capital Gains Taxes From Selling Investments Or Property?

Key TakeawaysHold for at least one year and a day to qualify for lower long-term capital gains rates. Use losses to offset gains through tax-loss harvesting (but beware the wash sale rule). Time your sale during a lower-income year to take advantage of...

Grateful for Our Clients: A Tax Team that Feels Like Family

As the leaves start to fall in Milwaukee and Southeastern Wisconsin, we're pausing to say thank you. At The Neal Group, our clients aren't just numbers on a spreadsheet, they're the heartbeat of our business. We're grateful for the trust you've placed in us, turning...

What is in the One Big Beautiful Bill? Child Tax Credit Changes for Milwaukee Families

Key TakeawaysThe Child Tax Credit (CTC) is now worth up to $2,200 per child for 2025 taxes (filed in 2026). Up to $1,700 of the credit is refundable if you don’t owe any taxes. Because of the OBBBA, you (or at least one spouse if filing jointly) must...

What’s Alternative Minimum Tax? A 2026 Update for Milwaukee High Earners

Key TakeawaysThe OBBBA changes the AMT landscape starting in 2026, meaning more taxpayers will be pulled into AMT territory. High earners in high-tax states (and those with ISOs or private activity bonds) are the most at risk of an unexpected AMT...

Can an ABLE Account Help Milwaukee Families with Qualified Disability Expenses?

Key TakeawaysABLE accounts let you save and invest tax-free for disability-related expenses. Up to $100,000 in an ABLE account is excluded from Supplemental Security Income (SSI) resource limits, and Medicaid eligibility continues beyond...

Year-End Resolution: Wipe Out Tax Stress Before January

Quick Answers: How to Eliminate Year-End Tax Stress? Review your books and records now to spot deductions you might miss. Maximize retirement contributions and charitable donations before December 31. Organize receipts and records digitally for easy access. Consult a...

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Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!