Today’s AI boom is creating tremendous wealth, but many of the financial challenges aren’t new. Brandon Smith and Ross Henry draw lessons from pas...
Angie Myers explores the growing range of ways families can invest in a child’s future, from custodial accounts and 529 plans to trusts and the new...
Choosing the right trustee for a Special Needs Trust requires more than investment expertise. Susan Zurek shares five important questions families sho...
What does it take to preserve both wealth and family unity across generations? In this conversation, LNW advisor Kate Donnelly interviews Jill Gardner...
Protecting your information is fundamental to the trust you place in LNW. Learn about the safeguards, monitoring, and employee training that help prot...
Equity compensation brings with it potential benefits and pitfalls, both financial and emotional. To make the most of it, it’s important to understa...
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...
