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529 Plans by Non-Parents and the New FAFSA

Wealth Planning

September 2, 2022

529 Plans by Non-Parents and the New FAFSA

Labor Day weekend marks the start of another school year, with many parents and grandparents thinking about how best to fund education for kids that w...
Help Your Grads Start Financially Smart

Press

July 21, 2022

Help Your Grads Start Financially Smart

Moving from high school to college comes with a wealth of new responsibilities for young adults. LNWM’s Monica Padineant offers four strategies to h...
How a lack of diversity in estate planning may perpetuate wealth gap

Press

May 4, 2022

How a lack of diversity in estate planning may perpetuate wealth gap

LNWM’s Debra Smiley talks to the Puget Sound Business Journal about estate planning and narrowing the wealth gap in communities of color.
Impact Investing Beyond Your Portfolio

Wealth Planning

April 28, 2022

Impact Investing Beyond Your Portfolio

Where you bank Who/what receives distributions from your Donor-Advised Fund (DAF) What funds are within your 529 Plans for education What funds are of...
Financial Planning Strategies for Families Raising Children With Special Needs

Press

April 27, 2022

Financial Planning Strategies for Families Raising Children With Special Needs

In this ParentMap article, LNWM’s Susan (Suzi) Zurek and Monica Padineant discuss how to plan, save and protect assets for families raising children...
Leaders of Influence: Wealth Management

Firm News

April 11, 2022

Leaders of Influence: Wealth Management

We’re proud to announce that Lauren Wood, CFA, CFP®, who leads our Los Angeles office, has been named as one of Los Angeles Business Journal’s We...
Expert Opinion: The Role of Life Insurance in Estate Planning

Wealth Planning

March 15, 2022

Expert Opinion: The Role of Life Insurance in Estate Planning

Life insurance can be a key component of estate and multigenerational wealth planning, especially for high-net-worth households. But as with many othe...
Uncertainty is your greatest enemy in estate planning

Press

March 4, 2022

Uncertainty is your greatest enemy in estate planning

LNWM’s Carla Wigen and Debra Smiley outline often-overlooked details and ways to reduce uncertainty after a loved one passes. (Subscription needed)
Seattle’s Laird Norton in second merger since 2020

Press

January 10, 2022

Seattle’s Laird Norton in second merger since 2020

Investment News highlights LNWM’s continued efforts to better serve its clients with strategic combinations.

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529 Plans by Non-Parents and the New FAFSA

Help Your Grads Start Financially Smart

How a lack of diversity in estate planning may perpetuate wealth gap

Impact Investing Beyond Your Portfolio

Financial Planning Strategies for Families Raising Children With Special Needs

Leaders of Influence: Wealth Management

Expert Opinion: The Role of Life Insurance in Estate Planning

Uncertainty is your greatest enemy in estate planning

Seattle’s Laird Norton in second merger since 2020