Posts
-
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...
-
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...
-
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...
-
The Age of Responsibility: When to Give Major Money to the Next Generation
The Age of Responsibility: When to Give Major Money to the Next Generation
“A long-ago client of mine had a cousin who got a large inheritance at age 21; it was gone in a few years, spent on rare tropical fish. His moth...
-
A Trust for Your Next Generation
A Trust for Your Next Generation
Of the many accounts you can set up for your children or grandchildren (such as 529 Plans for education and custodial bank/investment accounts), none...
-
Opinion: Lessons in liquidity – how to get the most when cashing out
Opinion: Lessons in liquidity – how to get the most when cashing out
Steve Herzog and Rodney Van Belle, LNW wealth managers, offer insights on planning when liquidity is on the horizon.
-
Opinion: Representation matters for building generational wealth
Opinion: Representation matters for building generational wealth
Debra Smiley, LNW wealth manager and president of Estate Planning Council of Seattle, discusses past and present challenges marginalized communities f...
-
Parents are the Biggest Money Influencers for Kids Ages 3 – 18
Parents are the Biggest Money Influencers for Kids Ages 3 – 18
Parents are the biggest “influencers” when it come to how their kids think about money and financial matters, a bevy of studies show. Even...
-
Rebranding your financial advisory firm
Rebranding your financial advisory firm
Erin Moyer, Managing Director, Marketing & Communications, discusses LNW’s recent rebrand and the importance of honoring the past while signalin...
