As wealth passes to the next generation, transferring "superfluous" assets, such as a second home, appreciated real estate, or concentrated stock, can...
As you may be aware, the state of Washington has signed into law a “millionaires’ tax” (S.B. 6346) that imposes a 9.9% tax on annual household i...
As global uncertainty rises, dual citizenship has become a strategic planning tool for high-net-worth families. Wealth Manager Karen Leech, CPWA®, ex...
First the good news. Many people have tax-deferred retirement accounts that have skyrocketed in value and would love to pass them on to family members...
With the holidays upon us and the new year just around the corner, it’s the time of year when many of us are focused on giving back and supporting t...
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...
Considering a Continuing Care Retirement Community (CCRC)? Proactive planning is key—joining while you’re healthy ensures eligibility and lets you...
However you definite legacy, it is often based on stories passed down across generations. Young people especially can benefit from hearing family stor...
The mega reconciliation bill inched its way through Congress and was signed into law by President Trump on July 4. Known as the “One Big Beautiful B...
