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Commentary Q1 2025: Entertaining Imperfection
After two stellar years for U.S. equities, we are entering 2025 with higher potential for disappointment as well as cause for optimism, particularly in areas where growth and transformation are underway.

Why We Invest in Real Assets
At LNW, we strategically invest in real assets to diversify and improve portfolio outcomes, especially when inflation and market volatility are cause for concern. Find out which types of real assets we typically include in client portfolios and their unique attributes.

What to Know About Upcoming Changes to the Estate and Gift Tax Exemption
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, important tax and estate planning provisions are scheduled to change. Most notably, the significantly elevated federal estate and gift tax exemption is poised to reduce by
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” (see box below) and for
Since 1967, LNW has served as trustee for trusts established by our clients, often working with multiple generations within families. When one of the Laird Norton trust compan
Having a child, grandchild or close relative who faces physical or intellectual challenges brings about its own difficulties in a family. A Special Needs Trust, properly set u
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, much of it likely through
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. There are four important f
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 not likely that a single
Newly Adult Children For children first entering into adulthood, the biggest change can often be taking charge of what is legally now their responsibility after turning 18. Wh
New clients sometimes ask: Why should I consider setting up a trust now, if I already have a will? My short answer: Because life happens. By that, I mean there are six key thi
The annual report from the Giving USA Foundation, produced in partnership with the Indiana University Lilly Family School of Philanthropy, allows for comparison of data colle