The Lido Perspective

See the latest advice, updates, and insights from our team of wealth advisors.

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Planning

Insights

Turning Inspiration into a Legacy: Next Generations

November 2023

By Stasia Washington, Senior Wealth Manager

Planning

Insights

The Essentials of Philanthropy: Passion, Purpose, and Action

October 2023

Investments

Insights

The Argument in Favor of Opportunistic Investing

December 2022

Estate & Trust

Insights

How life changing events can impact your estate plan

October 2022

By Jenna Glassock, Esq., Laurel Trust Law

Jenna Glassock, Esq.-Laurel Trust Law
Planning

Insights

The Cost of Volatility and the Importance of Risk Control

October 2022

Tax

Insights

2022 Year-End Tax Savings Strategies

October 2022

By William Coughlan, LTax Consulting

William Coughlan-LTax Consulting
Tax

Insights

Making the Most of Your Gift to Charity

September 2022

Investments

Insights

Top Questions to Ask Your Advisor

July 2022

By Greg Kushner, CPA*, Chairman

Greg Kushner, CPA<sup>*</sup>-Chairman
Estate & Trust

Insights

Will vs. Trust – Which One Is Right For You?

June 2022

By Jenna Glassock, Esq., Laurel Trust Law

Jenna Glassock, Esq.-Laurel Trust Law
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