Posts
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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...
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Choosing the Right Trustee
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
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...
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Behavioral Finance: Recognizing Biases and Avoiding Mistakes
Behavioral Finance: Recognizing Biases and Avoiding Mistakes
“Great investors are those who are generally less affected by cognitive bias than the general population, learn about biases and how to cope wit...
