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Estate planning: Make the right wealth-transfer decisions

Moncur_ Audra
May 11, 2023

Watch our webinar covering estate planning considerations for multiple stages of life and family dynamics.

Estate planning is complicated, emotionally-charged and essential.  If you’re uncertain about what’s the best approach to take for you and your family, Wipfli can help.

Wipfli private client specialists and thought leaders will show you how to take advantage of current tax laws to build an estate plan that fits your personal needs.

The webinar covered: 

  • Why you need an estate plan right now
  • How to plan for when and how to make wealth transfers
  • What to anticipate in the future (e.g. new tax laws)

Watch the recording for invaluable insights.


Audra M. Moncur
CPA, ABV, Partner, Business Valuation and Transaction Support Services
Chuck Martin
CPA, PFS, CITP, Partner
Rachelle Burnham
CPA, Senior Manager


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