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Family and Finance | on December 14, 2011 / By LNWM Learning While Holiday Shopping Tis the season to become financially literate! Holiday shopping is actually a great opportunity to instill basic co...
Family and Finance | Trusts and Estates | on November 30, 2011 / By LNWM Trust Me – You Should See “The Descendants” One of the most savory parts of my family’s Thanksgiving tradition is for us to go see a movie after we gorge our...
Family and Finance | on November 28, 2011 / By LNWM Allowances… Money for Nothing? During our recent financial literacy workshop for kids, which we hosted with The Seattle Foundation, we asked the p...
Family and Finance | Trusts and Estates | on November 17, 2011 / By LNWM Early Gifting Might Be Your Only Gifting To follow up on our October post on President Obama’s proposed $5 million lifetime gift tax exemption reduction; ...
Retirement | on November 15, 2011 / By Robert Moser The New Retirement Now, the old rules of retirement just don’t apply any more – to anyone.  We are living longer than ever before...
Family and Finance | Retirement | on November 10, 2011 / By Kristi Mathisen When it Comes to Relocating, Hypotheticals Aren’t Always Helpful If you are thinking of relocating to another state for tax purposes, you might want to get guidance from your wealt...
Financial and Business Planning | Trusts and Estates | on November 10, 2011 / By Kristi Mathisen Potential Tax Reform Could Create Planning Opportunities There is a (loud) call to raise taxes … immediately. If you are wondering how you might be impacted, I encourage ...
Retirement | Trusts and Estates | on November 04, 2011 / By Kristi Mathisen Support Philanthropy and Meet Your Minimum with an IRA Charitable Contribution If you haven’t yet made your required minimum distribution from your IRA, you might want to consider doing so thr...
Family and Finance | on October 31, 2011 / By Ross Henry Twisting a Family Business Succession Plan The Federal Reserve is not the only organization dealing with “twists” in their planning. We recently met with ...