Estate planning typically involves the analysis of ownership, transfer and taxation of assets, both during a person̵…
Family
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 …
The Next Generation: 5 Succession Planning Questions to Consider
In a previous article, we explored the five succession planning questions that every family business owner should consid…
Divorced and Over 50: What Women Should Know About Social Security
Divorce at any age is tough, but when women get divorced later in life, more questions — and fears — come up about retir…
Smart Estate Planning Strategies for Women
When is the last time you thought about your estate plan? If you are like most women, it is probably not something that …
Money Smart Week: Helping Educate Youth in Our Communities
For the third year in a row, we teamed up with our affiliate, Wipfli LLP, to participate in Money Smart Week® and promot…
‘Tis the Season for Year-End Planning: Tip #3
We’re back with another tip to help you wrap up 2017! Miss the first two items on our year-end planning checklist? Get u…