Insights

Choosing a Trustee: Who you select to manage your legacy can make a big difference in ensuring your loved ones and values will thrive long after you're gone. Click here to read more.

Qualified Charitable Distributions: This article summarizes the QCD rules that allow an IRA distribution to be paid directly to a qualified charity without generating taxable income and describes the benefits and limitations of this strategy, gifts of appreciated stock, RMDs, and more.

Digital Assets Need to be Part of Your Estate Plan: With all of the online banking and bill pay that goes on today, did you know Wisconsin has adopted a set of laws giving your heirs access to your online account information? Click here for an article detailing the importance of passing along this information, the laws associated, and steps you can take to protect yourself.

Aligning Social Objectives with Financial Goals: The discipline of responsible investing covers many different titles and approaches. While the terminology and methods may differ, they all carry the same goal of building a more viable and equitable world. Learn more about responsible investing landscape here.

Our team is connected with leading experts in all areas of wealth management, including investment management, tax planning and more. In addition to being regularly featured in national media outlets, we have the below insights available for you: