With the holidays around the corner, many of us are getting into the gifting spirit. You might come across the perfect g…
Do you need an irrevocable life insurance trust?
Did you know only 0.07% of estates end up owing federal estate tax? While that number may seem low to you, the federal e…
6 ways to teach the next generation the value of your family’s wealth
Co-authored by David Elyashar, CPA, CVA, Partner and Family Office Practice Leader at Wipfli LLP. The following article…
What is Bitcoin, and should I invest in it?
If you’ve been watching, reading or listening to financial news over the past few months (or any news for that matter), …
Does gold deserve a place in your portfolio?
Gold. Seemingly everywhere investors look nowadays, they’ll hear someone talking about putting money into gold — how it …
What to consider when structuring a charitable gifting strategy: Comparing donor-advised funds, private foundations and charitable trusts
When it comes to gifting, there are numerous tax-efficient ways to donate to your favorite charitable organization. But …
Impact of Coronavirus Aid, Relief, and Economic Security Act (CARES Act) on federal student loans
The $2 trillion Coronoavirus Aid, Relief, and Economic Security (CARES) Act includes some relief for people with federal…
Making sense of dollar-cost averaging versus lump-sum investing
Given the recent market volatility, are you wondering if you should invest your excess cash into the market all at once …
What money questions to consider when deciding where to retire
Co-authored by Mandy Riles, a tax manager at Wipfli LLP The following article was prepared in collaboration with our aff…