Trust & Estates
We keep a close watch on laws and regulations that affect trust and estate planning, as well as taxes. Jeanne Goussev, LNWM’s Managing Director of Fiduciary Services, has nearly two decades of experience working on estate planning strategies. Kristi Mathisen, LNWM’s Director of Tax & Financial Planning, has for more than more than 25 years advised on complex tax issues at the local, state and federal levels.
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A trust makes sense not just for tax savings but for a wide variety of very practical reasons. LNWM’s Carla C. Wigen, head of fiduciary strategy, explains why a will is often not enough if you want to make the most of your assets now and for generations to come.
A tremendous amount of relief can come from setting up a Special Needs Trust for a family member facing physical or intellectual challenges. LNWM’s Susan Zurek explains the different types of Special Needs Trusts, the crucial role of the trustee, and how a Special Needs Trust can be a Plan B, just in case it is needed.
529 Plans and Custodial Accounts are great. But a well-structured trust is probably the most effective way to control how your next generation interacts with wealth. LNWM’s Kristi Mathisen presents four key reasons high-net-worth families establish trusts for their children/grandchildren, and various ways to fund a trust.
One of life’s most important decisions is choosing a trustee for your estate. Find out the pros and cons of the various types of trustees to help you decide what is best for you.
What’s a trust, and what can it do for you? We explain the different types of trusts, including revocable, irrevocable, special needs and charitable.
Our quick guide on how to protect your wealth while supporting the people and causes you care about most.
How to gain control, privacy and tax-efficiency in your estate plan. By Kristi Mathisen, Managing Director of Tax and Financial Planning at Laird Norton Wealth Management.
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.
Starting in 2018, the new tax law offers a major chance to save on estate taxes: a doubling of the estate tax exclusion to $11.2 million. But this can also create unintended pitfalls for wills and trusts already in place. Key things you should consider doing this year, from Kristi Mathisen, LNWM 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.
Many people think trusts are only for the Rockefellers. It’s simply not true. Trusts can be useful tools for many families in solving all sorts of estate and tax planning problems.
Get the 3 questions to ask yourself to align your values with the recipients of your philanthropic contributions.
Get the 5 key questions to ask yourself about your values, beliefs and who you trust to effectively plan your estate for now and into the future.
Learn what a trust is, how you can benefit from a trust, common types of trusts, and how to get started.
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