Perhaps you know of someone who vacationed in Japan over the holidays. That’s not surprising considering that Japan is having somewhat of “a moment.” Last year, the coun
Many people know to spend extensive time and energy searching for the most capable and experienced doctors. The same effort should apply to finding the right wealth advisor, e
In the digital age, the idea of paying kids an allowance may seem antiquated and quaint. Even if not, allowances are a touchy subject, especially for well-off parents concerne
Many families with significant wealth set up Donor Advised Funds (DAFs) because they work on many different levels: the upfront tax deduction, privacy in how the DAF money is
On January 16, 2024, the U.S. Supreme Court said it would NOT be reviewing the lawsuit challenging Washington State’s 7% tax on capital gains over $250,000 (Quinn v. Was
Considerations for Aging in Place Most people, when asked, want to continue living in their current home as they age. This is often called “aging in place.” But as p
“LNW is a testament to the aspirations of our clients, the talent and commitment of our team and the unwavering support of our owners.” — Kristen Bauer, CEO Today, J
It’s not easy for a family to stay wealthy, happy and wise generation after generation. In one of his books, James Grubman Ph.D. presents a slew of ideas and suggestio
The answer for families with significant wealth is often all three; read on to find out why. Especially at the beginning and end of the year, many parents (and grandparents) c