Insights - Wipfli

Articles

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Chris Lockhart Dec 10, 2025 7 min read

What are the estate planning benefits of a trust versus a family limited partnership?
- Private client
- Estate and gift planning
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Margaret Amsden Nov 10, 2025 4 min read

How to use gifting strategies to reduce tax liability
- Tax
- Private client
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Kevin Cherney Oct 28, 2025 6 min read

How to prepare your car dealership for a succession or a sale
- Retail
- Business succession planning
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Videos & Webcasts

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Happy senior parents and their adult daughter surfing the Internet on a computer at home.

Daniel K. Pastron Dec 11, 2025

Advanced estate planning: Trusts and family limited partnership strategies

This webinar explores how trusts and advanced estate planning strategies — including trusts and family limited partnerships — can help high-net-worth individuals secure wealth, reduce tax exposure and transfer assets efficiently.

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man and woman looking at a laptop

Chris Lockhart Aug 28, 2025

What the One Big Beautiful Bill means for you

High-net-worth individuals need to understand how the One Big Beautiful Bill could impact them. This webinar covers the law’s impact on estate planning, charitable giving, deductions and more.

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Mature businesswoman looking out of window.

Margaret Amsden Jun 12, 2025

Estate tax planning in uncertain times

Major estate tax changes are anticipated in 2026. Attend this webinar for strategies to preserve your wealth and minimize future tax exposure.

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Case Studies

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a man and a woman looking at a paper

Outsourced accounting brings more to the table

Culver's

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construction man working

Transitioning the family business

Van Zeeland Manufacturing

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cows in farmland

Securing a family’s ranchland legacy

Robert E. Lee Ranch Company

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