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Category: Family and Finance

Family and Finance | on October 12, 2018 / By Nadia Reynolds Freezing and Unfreezing Your Credit Report Is Now Free It’s usually a good idea to “freeze” your credit, if you suspect identity theft or fraud or just want to try ...
Family and Finance | Financial and Business Planning | on October 03, 2018 / By Carley Clark Natural Disasters: Be Prepared, Not Afraid Washington State has not experienced the same severity of storms affecting the Gulf and East Coast states, but that...
Family and Finance | Investment Management | on September 10, 2018 / By LNWM Seattle Real Estate Market Is Cooling: What Not to Do Now As the Seattle Times, Zillow.com and other sources have noted, the Seattle-area real estate market is cooling off,...
Family and Finance | Trusts and Estates | on August 26, 2018 / By LNWM Estate Taxes: A Window of Opportunity Starting in 2018, the new tax law offers a major chance to save on estate taxes: a doubling of the estate tax exclu...
Family and Finance | on August 03, 2018 / By LNWM When to Give Major Assets to Young People: Guidelines for Success As financial advisors since 1967 to families with substantial wealth, we have seen first-hand what works when it co...
Family and Finance | on June 27, 2018 / By Rodney Van Belle WA State GET Program Is Offering College Savers a Deal: Should You Take It? Attention college savers: If you (or someone you know) has invested in the WA State GET Plan for college tuition, k...
Family and Finance | Financial and Business Planning | on June 12, 2018 / By Nadia Reynolds Financial Planning Is About Choices: You Have More than You Think Financial planning doesn't have to start at middle age, although it often does. At any age, if you make well-inform...
Family and Finance | on June 05, 2018 / By Rodney Van Belle Switch from GET to WA 529 Plan? A Big Incentive to Convert This summer, WA State is offering parents (and grandparents) who invested in GET, the guaranteed pre-paid tuition p...
Family and Finance | on May 02, 2018 / By LNWM Investment Options in the WA State 529 Plan for College Savings Washington State just announced its own 529 Plan, a tax-advantaged way to save for private school and college. The ...