Free application for Federal Student Aid (FAFSA) — emphasis on the free The Free Application for Federal Student Aid, co…
Family
5 estate planning tips for single women
Co-authored by Jennifer Porath, CPA, a manager in Wipfli’s tax practice. The following article was prepared in collabora…
Surviving a spouse is never easy. Here are 8 tax, estate and financial planning tips to prepare
Co-authored by Tami McCann, CPA, Partner at Wipfli LLP. The following article was prepared in collaboration with our aff…
Benefits of setting up a 529 plan — from kinder to college with impactful tax savings
Co-authored by David Elyashar, CPA, CVA, Partner and Family Office Practice Leader at Wipfli LLP. The following article …
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 a GRAT, and why is now a great time to set one up?
This article was co-authored by Ryan Laughlin and Chris Lockhart, both are partners at our affiliate Wipfli LLP. With hi…
Your year-end financial checklist
The year is winding down, which means you’re likely racing the clock to meet your personal planning deadlines before it …
3 reasons high-net-worth families should review estate tax planning now
Over the last few decades, there perhaps has never been a better time than now to transfer wealth to your children, gran…
Estate planning steps for each stage of your life
Estate planning is a topic that every person needs to consider throughout their lives, regardless of age. And it’s not a…
Taking the burden off your family: 4 things to include in your end-of-life plan
Benjamin Franklin once famously wrote that, “In this world nothing can be said to be certain, except death and taxes.” W…