Category: Family and Finance
Family and Finance
Funding a Trust Now vs. Later

There are compelling reasons to fund a multigenerational trust while you are alive for the benefit of people you love and causes you believe in. And...

In the Community
December 06, 2022
Theory of Change: A Philosophy to Shape Your Giving

 With so many requests to give, it’s no wonder many people are searching for more direction. While disaster relief, school fundraisers and chari...

Word Relationship
Family and Finance
Trusts at LNWM: Relationships Are What Matter

At LNWM, the creation and management of trusts is never strictly transactional, akin to a private ATM for dispensing assets. Lee-Norah Sanzo (Senior...

Asian family
Family and Finance
Funding the Grandkids’ Education

Paying for the grandkids’ education can be extremely fulfilling in and of itself, but it’s also a gift that can play a role in estate planning. ...

Family and Finance
June 15, 2022
Conversation Starters for College Success

Congrats to all college-bound high school seniors --  and their families! With the decision of where to go to college already made, it’s time for...

family outside
Family and Finance
Family Meetings: Creating a Foundation for Success

Bringing different generations together to discuss values, the stewardship of wealth, and aspirations is not easy. But LNWM Director Lauren Martin h...

Plan C
Family and Finance
Do You Have a Plan C? Planning for Incapacity

It can happen to the best of people at the worst of times: not being able to make decisions for yourself due to accident or illness. LNWM Director M...

Family and Finance
March 15, 2022
Expert Opinion: The Role of Life Insurance in Estate Planning

Life insurance can be a key component of estate and multigenerational wealth planning, especially for high-net-worth households. But as with many ot...

Family and Finance
December 20, 2021
Raising Money-Wise Kids: Motivation Is the Foundation

When it comes to family conversations, there are fewer taboo topics than talking about money. Parents can be terrified of saying something wrong. D...

© 2023 Laird Norton Wealth Management. All rights reserved.
Form CRSOpen PDF in a new tab Legal Terms and Conditions Privacy Policy