Category: Financial and Business Planning

Financial and Business Planning | Investment Management | on December 03, 2018 / By Nadia Reynolds Using a 1031 Real Estate Exchange to Fund Retirement: An Example Many well-off people find themselves "asset rich but cash poor," especially near retirement. A common cause for the...
Financial and Business Planning | Investment Management | on November 26, 2018 / By Nadia Reynolds 1031 Real Estate Exchanges: How They Work in 6 Steps Section 1031 of the US tax code allows you to do something beneficial and quite interesting: exchange real estate t...
Financial and Business Planning | Investment Management | Trusts and Estates | on November 07, 2018 / By LNWM What Is Wealth Management? For Carla C. Wigen, effective wealth management is built on conversations that matter, not just numbers. That means...
Family and Finance | Financial and Business Planning | on October 03, 2018 / By Carley Clark Natural Disasters: Be Prepared, Not Afraid Washington State has not experienced the same severity of storms affecting the Gulf and East Coast states, but that...
Financial and Business Planning | on September 28, 2018 / By LNWM Online Calculators for Estimating Your 2018 Tax Bill Taxes are different in 2018 for most Americans, and especially for high-net-worth families and individuals. LNWM's ...
Family and Finance | Financial and Business Planning | on June 12, 2018 / By Nadia Reynolds Financial Planning Is About Choices: You Have More than You Think Financial planning doesn't have to start at middle age, although it often does. At any age, if you make well-inform...
Financial and Business Planning | on May 29, 2018 / By Ross Henry Why Your Family Business Needs a Shareholders’ Agreement Uncertainty can wreak havoc. And that’s especially true when it comes to running a family business. Governing pro...
Financial and Business Planning | on May 25, 2018 / By LNWM Risk Management: Casting a Wider Net At LNWM, we have basically two levels of risk management: (1) managing risk in our clients' investment portfolios a...
Financial and Business Planning | Investment Management | on May 17, 2018 / By LNWM Tax-Efficient Strategies for Your Appreciated Assets: Stocks, Real Estate, Collectibles Up, up and away! Given the big rise in asset prices since 2012 -- stocks, real estate, collectibles, etc. -- perhap...