Paying for the grandkids’ education can be extremely fulfilling in and of itself, but it’s also a gift that can play a role in estate planning. LN...
Major natural disasters are on the rise, leaving homeowners facing the growing risk of both significant property damage as well as increasing challeng...
Congrats to all college-bound high school seniors — and their families! With the decision of where to go to college already made, it’s time...
Where you bank Who/what receives distributions from your Donor-Advised Fund (DAF) What funds are within your 529 Plans for education What funds are of...
Bringing different generations together to discuss values, the stewardship of wealth, and aspirations is not easy. But LNWM Director Lauren Martin has...
It can happen to the best of people at the worst of times: not being able to make decisions for yourself due to accident or illness. LNWM Director Mon...
Life insurance can be a key component of estate and multigenerational wealth planning, especially for high-net-worth households. But as with many othe...
For some people, spending money is actually harder than saving it. And that’s especially true for those just starting retirement. From what I’ve s...
When it comes to family conversations, there are fewer taboo topics than talking about money. Parents can be terrified of saying something wrong. Disc...
