Trust & Estates

We keep a close watch on laws and regulations that affect trust and estate planning, as well as taxes. Jeanne Goussev, LNWM’s Managing Director of Fiduciary Services, has nearly two decades of experience working on estate planning strategies. Kristi Mathisen, LNWM’s Director of Tax & Financial Planning, has for more than more than 25 years advised on complex tax issues at the local, state and federal levels.
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3 questions to guide where you give your time and money, from Jeanne Goussev, LNWM’s director of fiduciary services. That way, each year’s philanthropic efforts can build on the year before, creating purpose and a family legacy for generations to come.

If you think trust and estate planning is boring, you haven’t met Jeanne Goussev, LNWM’s new Managing Director of Fiduciary Services. Jeanne joined LNWM in mid-June, bringing with her a passion for helping clients plan for the future.

With the holiday season nearly upon us, many of us start thinking about giving to our favorite charity. For gifts to work out well for everyone – donors and donees — it’s important to start early (before the holidays) and explore the different ways to give.

College acceptance letters were out by early April (along with many woops and howls). So now a major dinner-table topic is: how to pay for that grand education?

One of the best ways to ensure that your assets are managed according to your wishes is to place them in a trust. But with all the different trust options available, it’s hard to know where to begin. Read this piece to learn what a trust is, how you can benefit from a trust, common types of trusts, and how to get started.

Gifts to Life Insurance Trusts – The irrevocable life insurance trust is a widely used structure for purchasing life insurance policies for loved ones. However, we advise everyone to take special care before making the annual gifts to life insurance trusts that may have been on “auto-pilot” for a variety of reasons.

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