Planning

We are uniquely capable of advising you based on a 360-degree view of your assets and finances. Not just your investments, but all your assets: properties, any businesses, and even the “human capital” waiting to be developed within your family , as you and your loved ones transition from one phase of life to another. Look for planning-related articles in Navigator, our digital quarterly newsletter.

Back to What We Think.

For Carla Wigen, wealth management is ultimately about peace of mind, and that’s not possible without in-depth conversations about what matters to each client. Carla explains why she recently joined LNWM as Managing Director of Fiduciary Strategy and what it means to serve clients really well.

All the reasons you need an estate plan and guidelines for setting one up. Presented by Kristi Mathisen, LNWM’s Managing Director of Tax and Financial Planning.

Did you know that writing a check is often NOT the best way to give to family, friends or charities? Find out how to give in a way that: (1) maximizes how much your recipients get; (3) lowers your tax bill; (3) establishes a legacy; and (4) makes the people and causes you care about feel more empowered.

Do you own real estate or other assets that have skyrocketed in value? Many people do but are afraid to sell because of taxes. Here are four tax-efficient strategies for getting cash out, depending on your needs.

Get the 10 key questions to ask when choosing a wealth management company. We suggest questions and share why each question is important so you can make an informed decision.

Watch: Tax laws have changed starting in 2018 tax year. Get the highlights in this on-demand video presentation.

Get the key insights to the new 2018 tax law and how it will affect you. Find out what has changed, who is likely to benefit from tax reform, and what you should do now.

Get the 8 tips on how to protect your personal information online and what to do should you get hacked. Hint: When in doubt, don’t click!

Ater the loss of a spouse or partner, let the experts at Laird Norton Wealth Management help to guide you through managing your financial life and investments to sustain the life tp which you are accustomed.

Learn how to make deliberate decisions for tax planning and to how to diversify your retirement accounts through strategic retirement planning.

Tax reform is likely in 2017. What will this mean for you, your family, your business? Get insight into what’s being considered and what is likely in the next two years.

Get our home buying matrix that includes tax break information, plus find out why the old advice may no longer apply.

Learn decade by decade what financial planning decisions to make and how to be prepared for retirement. Bonus: Get the Tax-Advantage Savings matrix.

Learn why a family loan could be the best option to help a family member financially and why earned interest can make it a good investment for you. Maintaining a paper trail and professional relationship are all a part of the equation to avoid the pitfalls.

A wealth of expertise under one roof . With a wealth management firm, you get investment management, finacial planning, trust and estate planning and more.

Not all giving is financial. Time counts, too. Follow these four simple principles to make a positive impact on the community causes you love.

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