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Joseph C. Johnson. Howard M. Lang. Mark J. Rogers. Robert A. Ross. Samuel T. Swansen. Wayne W. Wilson. Estate Planning Institute of Collaborative Resources. Is a regional wealth strategies collaborative. EPICOR's. Mission is to transcend the traditional estate planning process by actively employing the experiences and talents of the EPICOR. Fellows in designing, implementing and maintaining estate plans for their respective clients. Serves as a resource for the exchange of ideas and solutions, and acts a...

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Joseph C. Johnson. Howard M. Lang. Mark J. Rogers. Robert A. Ross. Samuel T. Swansen. Wayne W. Wilson. Estate Planning Institute of Collaborative Resources. Is a regional wealth strategies collaborative. EPICOR's. Mission is to transcend the traditional estate planning process by actively employing the experiences and talents of the EPICOR. Fellows in designing, implementing and maintaining estate plans for their respective clients. Serves as a resource for the exchange of ideas and solutions, and acts a...
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EPICOR ™ Home | epicorilwi.com Reviews

https://epicorilwi.com

Joseph C. Johnson. Howard M. Lang. Mark J. Rogers. Robert A. Ross. Samuel T. Swansen. Wayne W. Wilson. Estate Planning Institute of Collaborative Resources. Is a regional wealth strategies collaborative. EPICOR's. Mission is to transcend the traditional estate planning process by actively employing the experiences and talents of the EPICOR. Fellows in designing, implementing and maintaining estate plans for their respective clients. Serves as a resource for the exchange of ideas and solutions, and acts a...

INTERNAL PAGES

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1

Rogers

http://www.epicorilwi.com/rogers.htm

Mark J. Rogers. 1974 Juris Doctor, with honors, Indiana University School of Law. 1970 B. S. Psychology, University of Illinois. 1978 to present, Partner, Angermeier and Rogers, LLP. 1976-78, Associate, Whyte and Hirschboeck, S.C. 1974-76, Law Clerk to the Honorable Myron L. Gordon, United States District Judge, Eastern District of Wisconsin. PROFESSIONAL ACTIVITIES AND RECOGNITION. 2009, FIVE STAR, Best in Client Satisfaction Wealth Manager. 2008 and 2009, Listed in the Wisconsin Super Lawyers. Milwauke...

2

Lang

http://www.epicorilwi.com/lang.htm

Howard M. Lang, J.D.,. In addition to practicing law in the private sector, Howard served as a Special Assistant Attorney General for Illinois, Assistant State s Attorney in Cook and Lake Counties, IL, and as a Hearing Officer for the Illinois Pollution Control Board. Northern Illinois University, B.A., (Economics), 1967. Illinois Institute of Technology, Chicago-Kent College of Law, J.D., 1974. Contributing Author, Generations: Planning Your Legacy, The Esperti Peterson Institute, Omaha, NE, 1999. Estat...

3

Ross

http://www.epicorilwi.com/ross.htm

Robert A. Ross. Bachelor of Science, St. Norbert College, 1973. Juris Doctor, Marquette University, 1976. Member, State Bar of Wisconsin, 1976. Admitted to practice before the U.S. District Court for the Eastern District of Wisconsin, U.S. District Court for the Western District of Wisconsin, and the Supreme Court of the United States. Court Commissioner for Door County, Wisconsin. State Bar of Wisconsin. Board of Governors for the State Bar of Wisconsin (formerly). 218 N 14th Ave. Sturgeon Bay, WI 54235.

4

Johnson

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Joseph C. Johnson. Has been active in the estate planning field since 1969. After graduating from DePauw University in 1966 with a major in English Composition, Mr. Johnson attended Wayne State University Law School in Detroit, Michigan, where he was active in moot court. Mr. Johnson received his J.D. degree cum laude. From Wayne State in 1969, and immediately embarked upon a career in estate planning. Mr Johnson is a member of the American Bar Association, the Illinois State Bar Association, the Chicago...

5

Useful Links

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Joseph C. Johnson. Howard M. Lang. Mark J. Rogers. Robert A. Ross. Samuel T. Swansen. Wayne W. Wilson. Estate and Business Law Group, PC. National Network of Estate Planning Attorneys. Estate Planning Institute of Collaborative Resources.

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rossestateplanning.com rossestateplanning.com

For Professional Advisors Sturgeon Bay, WI Lawyer Attorney Law Firm

http://rossestateplanning.com/lawyer/For-Professional-Advisors_cp1646.htm

218 North 14th Ave, P.O. Box 317, Sturgeon Bay, WI 54235. Long Term Care/ Nursing Home Planning. Understanding Practice/Business Transition Planning. The Wealth Counselor: Volume 7, Issue 5. The Wealth Counselor, Volume 6, Issue 9. Top Income Tax Planning Ideas for 2011 and 2012. The Wealth Counselor: Volume 6. Issue 8. Working with Charities for Fun and Profit. The Wealth Counselor: Volume 6, Issue 6. Harnessing the Power of Trusts to Help Your Clients and Grow Your Practice. 2016 Ross Estate Planning.

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Estate Planning Sturgeon Bay, WI Lawyer Attorney Law Firm

http://rossestateplanning.com/lawyer/Sturgeon-Bay,-WI_fq303.htm

218 North 14th Ave, P.O. Box 317, Sturgeon Bay, WI 54235. Long Term Care/ Nursing Home Planning. What is estate planning? Why is estate planning important for me? What does my estate include? How do I name a guardian for my children? What estate planning documents should I have? Q: What is estate planning? Back to the top. Q: Why is estate planning important for me? Back to the top. Q: What does my estate include? Your estate is simple everything. That you own, anywhere in the world, including:. 926 Will...

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Client Forms Sturgeon Bay, WI Lawyer Attorney Law Firm

http://rossestateplanning.com/lawyer/Client-Forms_cp4171.htm

218 North 14th Ave, P.O. Box 317, Sturgeon Bay, WI 54235. Long Term Care/ Nursing Home Planning. Ross Estate Planning has provided these forms on our website for your convenience. Please download and complete each of these forms prior to your meeting with the attorneys at Ross Estate Planning. Providing this information for your complimentary meeting ensures a productive meeting tailored directly to your estate planning needs. Authorization for Release of information (MARRIED). Current Estate Plan Review.

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Educational Programs Sturgeon Bay, WI Lawyer Attorney Law Firm

http://rossestateplanning.com/lawyer/Educational-Programs_cp1548.htm

218 North 14th Ave, P.O. Box 317, Sturgeon Bay, WI 54235. Long Term Care/ Nursing Home Planning. We regularly hold educational programs on various estate planning topics. Some of the programs are for clients and the general public. Others are for the benefit of professional advisors, such as attorneys, accountants, insurance professionals, stock brokers, and financial planners. Many of the programs for professionals have been pre-approved for continuing education credits. Clients and General Public.

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Legal News You Can Use | Estate planning strategies for the modern age | Page 2

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Legal News You Can Use. Estate planning strategies for the modern age. Skip to primary content. Skip to secondary content. Newer posts →. Sam Swansen elected to EPICOR Board of Directors. July 19, 2011. Samuel T. Swansen,. Past Chancellor of EPICOR. Was elected to the Board of Directors at the recent meeting of the group of mainly Midwestern estate planning attorneys. EPICOR,. The Family Cottage: Dream House or Inheritor’s Nightmare? July 19, 2011. In one family I know, a father left his Adirondack camp ...

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Sturgeon Bay, WI Advanced Estate Planning Lawyer Attorney Law Firm

http://rossestateplanning.com/sturgeon-bay,-wi-advanced-estate-planning-lawyer_pa4940.htm

218 North 14th Ave, P.O. Box 317, Sturgeon Bay, WI 54235. Long Term Care/ Nursing Home Planning. You’ve worked hard your whole life to provide for your family and make your loved ones more secure. Without advanced estate planning strategies, much of the significant assets you have accumulated may end up with the IRS and state taxing authorities. Once the FLP is established and your assets are transferred to it, you can make gifts of limited partnership interests to your children or other beneficiaries&#4...

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Articles and Publications Sturgeon Bay, WI Lawyer Attorney Law Firm

http://rossestateplanning.com/lawyer/Publications_cp1540.htm

218 North 14th Ave, P.O. Box 317, Sturgeon Bay, WI 54235. Long Term Care/ Nursing Home Planning. Six Biggest Beneficiary Mistakes. Your role when Mom and Dad put you in charge. Brochure focusing on frequently asked questions when a loved one passes away. FAQs on Long Term Care. Estate Planning for Non-Traditional Families. Benefits Available to Veterans. Caring for your Pets. 2016 Ross Estate Planning. 218 North 14th Ave, P.O. Box 317. 926 Willard Drive, Suite 116. Long Term Care/ Nursing Home Planning.

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Sturgeon Bay, WI Charitable Planning Lawyer Attorney Law Firm

http://rossestateplanning.com/sturgeon-bay,-wi-charitable-planning-lawyer_pa5032.htm

218 North 14th Ave, P.O. Box 317, Sturgeon Bay, WI 54235. Long Term Care/ Nursing Home Planning. We make a living by what we get, but we make a life by what we give. Charitable estate planning allows you to create a legacy for yourself and your family. It enables you to do more for society than you previously thought possible. It can help you add significance to your life. It is our hope that readers of Giving will realize that:. Everyone is a philanthropist;. Our clients wish to do more than leave money...

rossestateplanning.com rossestateplanning.com

Estate Taxes Sturgeon Bay, WI Lawyer Attorney Law Firm

http://rossestateplanning.com/lawyer/Sturgeon-Bay,-WI_fq305.htm

218 North 14th Ave, P.O. Box 317, Sturgeon Bay, WI 54235. Long Term Care/ Nursing Home Planning. Will my estate be subject to death taxes? What is my taxable estate? What is the unlimited marital deduction? What is a Credit Shelter or A/B Trust and how does it work? What is a Qualified Personal Residence Trust (QPRT) and how does it work? What is an Irrevocable Life Insurance Trust and how does it work? What is a Family Limited Partnership and how does it work? Q: Will my estate be subject to death taxes?

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Ask the Expert Sturgeon Bay, WI Lawyer Attorney Law Firm

http://rossestateplanning.com/lawyer/Ask-the-Expert_cp1790.htm

218 North 14th Ave, P.O. Box 317, Sturgeon Bay, WI 54235. Long Term Care/ Nursing Home Planning. Attorneys Bob Ross and Stacy Vogeltanz have appeared on the local radio show "Ask the Expert" on WBDK. You can listen to each of their segments below. Long Term Care Planning- Part 1. Listen to Attorney Stacy Vogeltanz discuss planning for Long Term Care on "Ask the Expert.". To play the media you will need to either update your browser to a recent version or update your Flash plugin. To play the media you wi...

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Joseph C. Johnson. Howard M. Lang. Mark J. Rogers. Robert A. Ross. Samuel T. Swansen. Wayne W. Wilson. Estate Planning Institute of Collaborative Resources. Is a regional wealth strategies collaborative. EPICOR's. Mission is to transcend the traditional estate planning process by actively employing the experiences and talents of the EPICOR. Fellows in designing, implementing and maintaining estate plans for their respective clients. Serves as a resource for the exchange of ideas and solutions, and acts a...

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Epicorious | Adventuring with ERP

Skip to primary content. Skip to secondary content. October 19, 2012. On this crisp autumn morning (at least for us in the Pacific Northwest), we would like to introduce all those Epicor (and Activant) users to the Epicorum. An independently-run online bulletin board for discussion and support of all things Epicor. Jump in. And start asking questions! We’ll refine these as we go, but here’s what we’re trying to accomplish:. Activant products are welcome to be discussed here as well. Inline images, attach...

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