Co-authored by Tami McCann, CPA, Partner at Wipfli LLP. The following article was prepared in collaboration with our aff…
Family
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…
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…