Posts
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Five Questions to Ask of a Special Needs Trustee
Five Questions to Ask of a Special Needs Trustee
Choosing the right trustee for a Special Needs Trust requires more than investment expertise. Susan Zurek shares five important questions families sho...
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Empowering Families: Special Needs Planning at LNW
Empowering Families: Special Needs Planning at LNW
As a Wealth Manager and Trust Administrator at LNW, my professional focus is on special needs planning. I have dedicated my career to supporting trust...
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Making Sure a Special Needs Trust Will Be There for Your Loved One
Making Sure a Special Needs Trust Will Be There for Your Loved One
Having a child, grandchild or close relative who faces physical or intellectual challenges brings about its own difficulties in a family. A Special Ne...
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Single Parent, Many Assets: How We Partner with You to Provide Peace of Mind
Single Parent, Many Assets: How We Partner with You to Provide Peace of Mind
As a single parent during the pandemic, my mind often wandered to what happens to my teenagers should something happen to me. With whom and where will...
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Being a Trustee: What to Expect and Consider
Being a Trustee: What to Expect and Consider
You’ve spent your whole life being good with money matters, making good investments, keeping to a budget, understanding the market and the economy...
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Why a Charitable Lead Trust
Why a Charitable Lead Trust
Updated June 24, 2024 Charitable Lead Trusts (CLTs) can be a good way to do three very beneficial things: (1) support your favorite charities over man...
