Are you an entrepreneur thinking of selling your business and moving on to your next big thing? Then it is time to look at the tax implications. Selle...
You don’t know if your children or grandchildren will grow up to be ballerinas or bankers, stay-at-home dads or globetrotters. But you can convey th...
Maybe you’re selling a share of a business, real estate, or about to receive an inheritance. Given the runup in asset prices – from stocks to real...
Yesterday was the last day of the Democratic National Convention in Chicago, and we are now just over 70 days away from the U.S. elections that will d...
Trust-based philanthropy has been gaining ground in the 2020s, providing a way to reframe the relationship between donors and nonprofits in a more pro...
This article was written by 2024 summer intern Brandon Sookoo in collaboration with our team. We are grateful to Brandon for his work and the Posse Fo...
As longtime wealth advisors, we’ve seen this first-hand: The benefits of good financial decisions tend to compound over time, creating a lifetim...
For Carla C. Wigen, President of Trust Services at LNW, effective wealth management is built on conversations that matter, not just numbers. That mean...
Navigating the emotional complexities of divorce is challenging enough, but there is a world of financial and legal decisions that must be addressed a...
