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Susan Zurek
Susan Zurek
Suzi, Client Advisor at Laird Norton Wealth Management, works closely with trust beneficiaries on a wide variety of financial planning issues. She sees her role as gatekeeper to opportunity.

All posts by Susan Zurek

Trusts and Estates | on May 06, 2019 / By Susan Zurek Ensuring a Special Needs Trust Works As Planned Choosing the right trustee is key for the success of any trust, but this is especially true for a Special Needs Tru...
Family and Finance | Trusts and Estates | on January 18, 2019 / By Susan Zurek Being a Trustee: What to Expect and Consider You’ve spent your whole life being good with money matters, making good investments, keeping to a budget, underst...
Family and Finance | on August 12, 2016 / By Susan Zurek Dividing an Inheritance? Small Things Can Mean A Lot   A big part of my job is making sure that wills, trusts and estate plans function like they’re supposed ...
In the Community | on August 29, 2014 / By Susan Zurek Thanks PIANOS IN THE PARKS for Getting Us Out to Play! My family is always looking for something fun to do. When LNWM announced its sponsorship of Pianos in Parks, I sha...
Trusts and Estates | on June 12, 2014 / By Susan Zurek Why a Charitable Lead Trust Charitable Lead Trusts (CLTs) can be a good way to do three very beneficial things: (1) support your favorite chari...
Family and Finance | on May 23, 2014 / By Susan Zurek A Kids’ Budget for Summer Vacation It’s almost Memorial Day, and a lot of kids – including mine – can’t wait for summer vacation. The time awa...
Financial and Business Planning | on April 16, 2014 / By Susan Zurek If an Impostor Files Your Taxes My husband and I found out about this at an especially bad time: Sunday, April 13, around 10:30 pm. That’s when w...
Trusts and Estates | on March 10, 2014 / By Susan Zurek So…You’re a Trust Beneficiary Most people know if they’re beneficiaries of a trust. But once in a while, it comes as a surprise, as in a Dicken...