Comprehensive Estate Planning

A PLAN THAT IMPLEMENTS YOUR WISHES FOR THE FUTURE

How much is enough for your family, and how much should go to causes you believe in? Is it wise to begin gifting in your lifetime? Are trusts the right tool? Laird Norton Wealth Management has helped generations of clients answer these and many, many more questions. Based on the answers, and our depository of knowledge, we then help you build estate plans that are grounded in your priorities.

Whether you want to maximize inheritance for your heirs, keep the family business in the family, or leave a philanthropic legacy, we work diligently to make your wishes a reality.

YOUR SEATTLE ESTATE PLANNING TEAM

As the oldest independent trust company in the Northwest, we help you make all the key decisions that go into comprehensive and effective estate planning. Working in concert with you and your attorney, our goal is for your estate documents to reflect your wishes and continue to do so as the regulatory environment and your needs change.

LONG-TERM WEALTH PLANNING FOR YOU AND YOUR HEIRS

Regardless of whether your estate plan includes a trust or multiple trusts (such as a generation skipping trust, a charitable lead or remainder trust), our Seattle-based wealth management advisors help you transfer assets to your heirs in the most effective way possible.

Our work with each generation within a family allows us to help plan for gifts to children or grandchildren in a way that nurtures all aspects of the family’s legacy, not just financial wealth.

We have been serving as corporate trustees and trust managers for multiple generations of high-net-worth families, and will continue to do so for generations to come.

Read more about using trusts for Funding the Grandkids’ Education.