During this recorded event, industry professionals share insights about helping to protect your family’s wealth. They discuss weathering market downturns, dealing with unexpected health challenges, and incorporating wealth transfer strategies. Specifically, you’ll learn how you can:
• Use tax-smart investing techniques1 to help you keep more of what you earn
• Plan for health care expenses in retirement and utilize the tax advantages of an HSA
• Create estate plans that include trusts, which can help to minimize taxes and protect your assets
With more than 20 years of experience working with affluent clients and business owners, Bill brings extensive knowledge in estate planning, business succession planning, financial planning, retirement planning, life insurance, and investments.
Prior to joining Baker Tilly, he spent 16 years with Northwestern Mutual, a Fortune 100 company headquartered in Milwaukee. At Northwestern Mutual, he was responsible for building and leading several teams of experts focused on top advisors and the needs of their top clients. Bill was also responsible for strategy, vision, and thought leadership in the estate, business, high net worth, and retirement markets. Through these roles, he gained extensive experience working with financial advisors, clients, and outside attorneys and accountants on sophisticated estate planning strategies, charitable matters, income tax, business planning, qualified and nonqualified plans, executive compensation, welfare benefit plans (bonus plans, split-dollar arrangements, disability wage continuation plans, long-term care insurance plans, etc.) and employee benefits. He started his career as an associate attorney at a boutique law firm in Milwaukee focused on sophisticated clients.
Heidi Seely assists individuals and families in all aspects of estate planning, estate administration and trust administration. She has successfully supported individuals and fiduciaries in navigating complex estate administrations, and provides a personal touch in advising in trust matters. Heidi is skilled in planning for and implementing sophisticated, yet understandable, strategies to transfer wealth between generations while minimizing tax obligations.
Heidi also serves as counsel in probate litigation matters, applying her experience in trusts and estates law to matters before the Probate and Family Court.