Posts
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Make money and do good: Impact investing hits $1 trillion
October 1, 2024
Make money and do good: Impact investing hits $1 trillion
Justina Lai, Chief Impact Officer, discusses current trends, strategies and opportunities in impact investing.
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Selling Your Business? An Overview of Tax Considerations
September 10, 2024
Selling Your Business? An Overview of Tax Considerations
Are you an entrepreneur thinking of selling your business and moving on to your next big thing? Then it is time to look at the tax implications. Selle...
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Investing a Windfall One Step at a Time
August 30, 2024
Investing a Windfall One Step at a Time
Maybe you’re selling a share of a business, real estate, or about to receive an inheritance. Given the runup in asset prices – from stocks to real...
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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 mean...
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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...
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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 co...
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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 beneficiari...
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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...
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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 ali...
