Benjamin Franklin once famously wrote that, “In this world nothing can be said to be certain, except death and taxes.” W…
Estate Planning
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 …
Alternative inheritance strategies for blended families
Blended families have outpaced the traditional nuclear family in the U.S. In fact, less than half of the children in the…
Transferring Assets at Death: Wills and Probate
Estate planning typically involves the analysis of ownership, transfer and taxation of assets, both during a person̵…
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…
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 …
‘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…
Your Child Just Turned 18: Don’t Overlook This Critical Issue
There is great joy in having your child reach their eighteenth birthday and become a legal adult. It is often a celebrat…
Keep the Peace, Preserve Your Wealth
Numerous studies have claimed that the greatest wealth transfer in history is underway, with a staggering $36 trillion e…
Six Estate Planning Tasks to Tackle Today
I’ve heard it said that estate planning is a process some people avoid, because they link its completion to someho…