The year is winding down, which means you’re likely racing the clock to meet your personal planning deadlines before it …
Family
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…
Four dos and don’ts of 529 plans
College tuition has continued to increase out of sync with inflation since the 1980s, leading many families to wonder ho…
Survivorship Insurance can help cover costs of children with special needs
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…
A plea to families: Teach financial literacy to the next generation
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…
8 questions to ask yourself before you retire
This article was co-written by Kyle Griffith. Although it’s technically viewed as “ceasing to work,” everyone has his or…
What the next generation needs to know about their trust fund
Co-authored by David Elyashar, CPA, CVA, Partner and Family Office Practice Leader at Wipfli LLP. The following article …
How to turn around the so-called baby boomer retirement crisis
Every day, roughly 10,000 baby boomers retire and nearly half of them have less than 5% of their annual income saved for…