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Category: Family and Finance

Family and Finance | Trusts and Estates | on November 21, 2019 / By LNWM Ways to Fund a Trust: From Quick and Easy to Extensive Contrary to popular belief, there's no need to put a lot of money into a trust right away, for it to be effective a...

Family and Finance | on November 15, 2019 / By Independent Media You Need To Teach Your Kids About Money If You Want Them To Avoid Costly Mistakes “Mom or Dad, can I have $20 to go out with friends?” If you’re a parent, you’ve probably heard this ty...

Family and Finance | Trusts and Estates | on November 12, 2019 / By LNWM Trusts Vs. Wills: 6 Reasons You Need Both According to a recent article in Forbes, Millennials (young people now between the ages of 21 and 37) stand to inhe...

Family and Finance | on October 31, 2019 / By Independent Media Three Scary Things We Do With Money To Mess Up Our Kids Let’s vow not to scare our kids about money this Halloween. We all enjoy giving a good scare, especially whe...

Family and Finance | on October 28, 2019 / By Independent Media Why Your Medicare Part D Plan May Not Be The Best For You Next Year Medicare Part D drug plans provide drug benefits to millions of seniors. One problem with the design of Medicare Pa...

Family and Finance | on October 22, 2019 / By Independent Media The Investopedia Affluent Millennial Investing Survey Investopedia’s Affluent Millennial Investing Survey has revealed that nearly half of affluent millennials say the...

Family and Finance | on October 16, 2019 / By Rodney Van Belle It’s Time for Medicare Open Enrollment While politicians debate “Medicare for All,” now is the time we are suggesting that clients who are 65 and olde...

Family and Finance | on October 10, 2019 / By LNWM Giving Stock to Family and Charity in Time for the Holidays Each October, we like to remind clients "tis the season" to plan for making gifts of stock (or other assets) to tho...

Family and Finance | on September 26, 2019 / By Independent Media Losing an Inheritance Is Easy, Because Saying No Is Hard When Elisabeth Root learned that her uncle had left her almost $1 million after his death earlier this year, she pa...