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