Posts
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Video: Economic Flash October 2024
Video: Economic Flash October 2024
The key data points we are paying close attention in the final quarter of 2024. By David Baker, Senior Director, Investment Strategy and Communication...
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Make money and do good: Impact investing hits $1 trillion
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
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
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
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
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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How Trusts are Taxed: Key Considerations for Multigen Wealth
How Trusts are Taxed: Key Considerations for Multigen Wealth
Trusts in the U.S. are taxed at much higher rates than people or companies. And that difference can greatly impact how effectively your family trust o...
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Considering a Trust? Know the Benefits for You
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
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...