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LNW Lauded for Outstanding CEO & Impact Investing
LNW CEO Kristen Bauer, in the middle, with LNW Wealth Manager John Mell on the right.
Trust, 529 Plan or Custodial Account?
For families with significant wealth and young children, the answer is sometimes all three. LNW Wealth Manager Kate Donnelly delves into the…
When Unitrusts Make Sense
You want any trust you set up to support the people and organizations you love. But what if your loved ones have different – and even conflicting…
Several recent surveys confirm that South Dakota is one of the most advantageous states to locate a trust. We were glad to hear that, although not tot...
As you have likely heard over the past year, the Tax Cuts and Jobs Act of 2017 (TCJA) is set to expire in January of 2026. With its expiration, import...
Many people with significant wealth have a trust (or two) in their estate plan. More often than not, the trusts funded during life are “revocable”...
Since 1967, LNW has served as trustee for trusts established by our clients, often working with multiple generations within families. When one of the...
Having a child, grandchild or close relative who faces physical or intellectual challenges brings about its own difficulties in a family. A Special Ne...
In the next two decades, more than $70 trillion in inheritance is expected to be passed down to family members or charities in the United State...
The success of any estate plan depends GREATLY on the people you choose to carry out your wishes after you are gone, or if you become incapacitated. T...
Trusts are often referred to as powerful tools, but we find that they are more like a toolkit, especially for families with significant wealth. It is...
Newly Adult Children For children first entering into adulthood, the biggest change can often be taking charge of what is legally now their responsibi...
