Posts
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The Monday Mix: Aug. 12 – 18, 2024
August 19, 2024
The Monday Mix: Aug. 12 – 18, 2024
— The U.S. Consumer Price Index slowed to a 2.9% annualized rate in July, the lowest level since 2021; while the three-year inflation outlook hit 2.3%, a low not seen si
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A Plan for Your Wealth and Life
August 7, 2024
A Plan for Your Wealth and Life
For Carla C. Wigen, President of Trust Services at LNW, effective wealth management is built on conversations that matter, not just numbers. That means keeping the dialogue op
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The Trust Toolkit
August 7, 2024
The Trust Toolkit
Trusts are often referred to as powerful tools, but we find that they are more like a toolkit, especially for families with significant wealth. It is not likely that a single
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The Monday Mix: July 29 – Aug. 4, 2024
August 5, 2024
The Monday Mix: July 29 – Aug. 4, 2024
— The U.S. economy added only 114,000 new jobs in July, a third less than expected, and unemployment rose to 4.3%, increasing fears of recession. — U.S. wage growt
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The Monday Mix: July 15 – 21, 2024
July 22, 2024
The Monday Mix: July 15 – 21, 2024
— U.S. futures markets indicate a 93% probability that the Federal Reserve will cut its key interest rate by 25 basis points in Sept., after Chair Powell said 2% inflati
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Considering a Trust? Know the Benefits for You
July 17, 2024
Considering a Trust? Know the Benefits for You
Trusts can be powerful planning tools, especially for families and individuals with significant wealth. Their superpower is that they can provide a combination of positive out
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How We Work with Trust Beneficiaries
July 17, 2024
How We Work with Trust Beneficiaries
As a corporate trustee, LNW serves as a fiduciary, which means we are obligated by law to administer the trust in the best interest of the beneficiaries. What does that mean?
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Choosing the Right Trustee
July 17, 2024
Choosing the Right Trustee
One of the most important decisions you will face when establishing a trust is naming a trustee. So what is the trustee exactly? A trustee is a person or company legally autho
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Estate Planning Checklist
July 12, 2024
Estate Planning Checklist
Estate planning sounds abstract but it is actually very practical. It is the nuts and bolts of what you want to do with your assets, while you are alive and after you are gone
