The average cost of raising a child from birth until their 18th birthday is $233,610, according to the most recent study…
Family
How to gift a Roth IRA for your children or grandchildren
Some sources suggest that Albert Einstein once declared, “Compound interest is the eighth wonder of the world. He who un…
Preplanning Your Funeral: 7 Things to Consider
Let’s face it. No one likes thinking about death and dying — or their own funeral, for that manner. In fact, only …
How Special Needs Trusts and ABLE Accounts Work Together
As we discussed previously, the Achieving a Better Life Experience (ABLE) account was a significant advancement towards …
Financial Fundamentals of Gifting to Others
Gifting is both a common occurrence and a topic often asked about. Who doesn’t enjoy giving toys to the kids or grandkid…
Transferring Assets at Death: Wills and Probate
Estate planning typically involves the analysis of ownership, transfer and taxation of assets, both during a person̵…
3 Money Tips to Manage Your Holiday Spending
The holiday season is one of the most wonderful times of the year, filled with festive music, visits with loved ones and…
Transferring Assets at Death: Revocable Living Trusts
Revocable “living” trusts have become a very popular estate planning vehicle, primarily for the purpose of avoiding a pr…
Looking to Create an ABLE Account? These Are the Resources You Need
Undoubtedly, ABLE (or “Achieving a Better Life Experience”) accounts have been a significant breakthrough for individual…
Your Private Foundation Can Now Own a Business — and You’ve Got Cool Hand Luke to Thank
Co-authored by Anthony Perillo, CFP®, Financial Advisor at Wipfli Financial Advisors The following article was prepared …