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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Starting in 2018, the new tax law offers a major chance to save on estate taxes: a doubling of the estate tax exclusion to $11.2 million. But this can also create unintended pitfalls for wills and trusts already in place. Key things you should consider doing this year, from Kristi Mathisen, LNWM Managing Director of Tax and Financial Planning.

Did you know that writing a check is often NOT the best way to give to family, friends or charities? Find out how to give in a way that: (1) maximizes how much your recipients get; (3) lowers your tax bill; (3) establishes a legacy; and (4) makes the people and causes you care about feel more empowered.

Many people think trusts are only for the Rockefellers. It’s simply not true. Trusts can be useful tools for many families in solving all sorts of estate and tax planning problems.

Get the 3 questions to ask yourself to align your values with the recipients of your philanthropic contributions.

Get the 5 key questions to ask yourself about your values, beliefs and who you trust to effectively plan your estate for now and into the future.

Learn what a trust is, how you can benefit from a trust, common types of trusts, and how to get started.

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