Posts by Northwest Trustee
The Best Choice versus the Common Choice
The pitfalls of naming a family member or friend as Trustee or Personal Representative are highlighted in this article. We hope these stories assist you in selecting the best fiduciary for your plans.
Read MoreTransitions & Reflections
In September of 2024, Stephen Trefts will be stepping down from his duties at Northwest Trustee & Management Services. As he reflects on this transition, he would like to take you through the experiences that made Northwest Trustee what it is today.
Read MoreBusiness Development in Idaho
We separate new business from client administration so our Relationship Teams can focus on what is most important…serving our clients.
Read MoreLocation, Location, Location!
We provide clients with exceptional, personalized service to better meet their needs — whether they live down the road or halfway around the world
Read MoreJourney to the Puget Sound
Stephen Trefts, President & Founder
An incredible journey started as a vision, born in the basement of our modest home more than 30 years ago, that led us to open an office in the Puget Sound.
Read MoreFederal Tax Change Announced
Greg Bowman, CEO
Proposed federal tax changes — it’s not too late to reassess your estate planning.
Read MoreBecoming a State Chartered Trust Company
Stephen Trefts, President
By achieving the designation of a state chartered trust company, and with our new capabilities under the recently enacted directed trust laws, we are even better equipped to provide your clients with creative solutions to their complex fiduciary needs.
Read MoreNew Laws Herald New Trust Opportunities in the Northwest
Greg Bowman, Vice President, Finance & Business Development
A directed trust allows a person creating a trust to direct specific duties of the trust to a third party, rather than conferring all authority and duties to a trustee. Before Washington allowed for this, you would have to go to a trust company in another state to receive this service, such as Delaware or South Dakota. Now you can have the benefit of a local trust management company who can provide with these services.
Read MoreWhy Appoint a Professional for Probate and Estate Settlement
Sandy Calbreath, Trust Officer
The task of taking an estate through probate and estate settlement is often more than you might expect.
Read MoreUsing Estate Management to Remedy Financial Exploitation
Sandy Calbreath, Trust Officer
Losing a spouse is hard enough, but becoming a victim of financial exploitation is something no one should have to go through. This is the story of one of our clients who we helped out of exploitation through a keen-eyed investment advisor.
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