Posts by Northwest Trustee
Why 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 a Charitable Trust to Meet Your Family Needs
Sandy Calbreath, Trust Officer
Charitable trusts are a great way to provide for your family and also leave something for the community. The story of Maurice shows how this benefits everyone.
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.
Read MoreWhat we do as Guardian of the Estate
Lavonda Ataid, Trust Officer
Guardianship laws create solid accountability to the court and the incapacitated person. They set a high bar for both professional and non-professional guardians that will ultimately benefit the most vulnerable persons who are depending on us for their care and financial well-being.
Read MoreRebuilding With Our Beneficiaries
Stephen Trefts, President
When our hardworking and resourceful trust beneficiary lost everything in the Carlton Complex Fires, we were able to partner with her as she rebuilt her life.
Read MoreResolving Conflicts
Stephen Trefts, President
Conflicts are a fact of life, but unresolved conflicts can tear families apart. Our role as trustee is to resolve the disputes fairly and administer the trust impartially. This article highlights how estate planning decisions can cause conflicts, and how we go about resolving them.
Read MoreStretching Your IRA Using a Charitable Trust
Sandy Calbreath, Trust Officer
IRA’s often form a significant part of most estate plans. Using a Charitable Remainder Trust can be used to reduce taxes, ensure professionally managed assets during the lifetime of the beneficiary, and ultimately benefit a deserving charity.
Read MoreStaying in Charge – The Benefits of a Revocable Living Trust
Sandy Calbreath, Trust Officer
Losing control over your life or finances can make anyone feel anxious. Revocable living trusts are a great way plan for the future, and still remain in control of your finances for as long as you are able. This story of Lowell and Geraldine highlights these benefits.
Read MoreSigns of Financial Exploitation
Stephen Trefts, President
It is heartbreaking to watch the elderly become victim of financial exploitation. In this article we explore what financial exploitation is, some red flags to identify when it is happening, and how to avoid it.
Read MoreTrusts for the Benefit of Your Children
Stephen Trefts, President
Trusts for children come in many different forms and can be crafted to meet the needs of each individual child. Following are examples of the possibilities available to provide for children through proper trust planning.
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