The S&P 500 is up nearly 9% so far in 2023 (as of Oct. 25), but market sentiment is definitely more skittish as we head into the end of the year...
We create for each of our clients a strategic business plan for investing that brings vision, structure and discipline to the preservation and growth...
The yields on many money market funds are now at 5% or higher (pre-tax), making them a more attractive place to park cash than they have been for seve...
Just because you have a will does not mean it’s valid. Or that it will do what you intend it to do. Over the years, we have seen all sorts of proble...
trustee trust·ee /trəˈstē/ noun — 1: a natural or legal person to whom property is legally committed to be administered for the benefit of a...
The first half of 2023 was a positive surprise to industry prognosticators, proving two things we tend to emphasize for good reason: (1) It’s never...
We took a major step recently to provide our clients with more flexibility in how their trusts are structured and operate: We created the Laird Norton...
“The Estate Planning Council of Seattle has appointed a new slate of officers to lead the council for 2023-2024, with Debra Smiley of Seattle-ba...
Many people want to invest for impact as well as financial returns, but they’re feeling ambivalent. Why? Perhaps because it’s not clear how to...
