Estate Planning

Co-authored by David Elyashar, CPA, CVA, Partner and Family Office Practice Leader at Wipfli LLP. The following article…

This article was co-authored by Ryan Laughlin and Chris Lockhart, both are partners at our affiliate Wipfli LLP. With hi…

Over the last few decades, there perhaps has never been a better time than now to transfer wealth to your children, gran…

Estate planning is a topic that every person needs to consider throughout their lives, regardless of age. And it’s not a…

Benjamin Franklin once famously wrote that, “In this world nothing can be said to be certain, except death and taxes.” W…

Co-authored by David Elyashar, CPA, CVA, Partner and Family Office Practice Leader at Wipfli LLP. The following article …

Blended families have outpaced the traditional nuclear family in the U.S. In fact, less than half of the children in the…

Estate planning typically involves the analysis of ownership, transfer and taxation of assets, both during a person̵…

Revocable “living” trusts have become a very popular estate planning vehicle, primarily for the purpose of avoiding a pr…

When is the last time you thought about your estate plan? If you are like most women, it is probably not something that …