Posts
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Trust, 529 Plan or Custodial Account?
April 24, 2025
Trust, 529 Plan or Custodial Account?
For families with significant wealth and young children, the answer is sometimes all three. LNW Wealth Manager Kate Donnelly delves into the...
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Theory of Change: A Philosophy to Shape Your Giving
December 6, 2022
Theory of Change: A Philosophy to Shape Your Giving
With so many requests to give, it’s no wonder many people are searching for more direction. While disaster relief, school fundraisers and charities...