This article was co-written by Ron Graziano. Whether planned or unexpected, many of us will likely need to take an exten…
Family
Why every college applicant should consider filing the FAFSA
Free application for Federal Student Aid (FAFSA) — emphasis on the free The Free Application for Federal Student Aid, co…
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…