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...
A new marriage is a cause for celebration, but like any major life change, it can bring with it new questions about your wealth and your long-term fin...
Newly Adult Children For children first entering into adulthood, the biggest change can often be taking charge of what is legally now their responsibi...
The annual report from the Giving USA Foundation, produced in partnership with the Indiana University Lilly Family School of Philanthropy, allows for...
With careful hands, many parents set out to raise their children and their children’s Uniform Transfers to Minors Act (UTMA) custodial accounts well...
Turning 18 can mark the beginning of a big shift in your relationship with your newly-adult child. They have more ability to make decisions on their o...
How can you keep your family thriving both financially and personally over many generations? It can certainly be through structures such as trusts, bu...
