Posts
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Trusts Vs. Wills: 6 Reasons You Need Both
August 1, 2024
Trusts Vs. Wills: 6 Reasons You Need Both
New clients sometimes ask: Why should I consider setting up a trust now, if I already have a will? My short answer: Because life happens. By that, I mean there are six key thi
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Funding the Grandkids’ Education
July 17, 2024
Funding the Grandkids’ Education
Education is a top priority for many of our clients, including ones who are grandparents and see education as the ultimate gift to the younger generations in the family. While
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Funding the Grandkids’ Education
July 21, 2022
Funding the Grandkids’ Education
Paying for the grandkids’ education can be extremely fulfilling in and of itself, but it’s also a gift that can play a role in estate planning. LNWM’s Carla Wigen and Mo
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Now Is a Good Time to Explore Trusts
April 15, 2021
Now Is a Good Time to Explore Trusts
Both US tax rates and interest rates could be significantly less favorable in the coming decade, especially for high-net-worth households. This makes the benefits of a trust e
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Supporting Family with Private Loans
April 16, 2020
Supporting Family with Private Loans
The interest rates allowed on private loans are down 50% from a year ago, making this a good time to consider lending money to family members or others. LNWM’s Carla Wigen e
