We are thrilled to welcome Capstone Trust to the Northwest Trustee & Management Services’ family! The team from Capstone Trust is now part of Northwest Trustee, where we remain committed to offering trust and estate solutions.

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Stephen Trefts, President

By allowing your family to participate in your estate plan, you can experience the fruits of your labor as you see your wealth put into action during your lifetime. In this newsletter, we highlight some thoughts on wealth transfer during your lifetime, as part of your estate plan.

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Stephen Trefts, President

William Vanderbilt once famously stated, “Inherited wealth is as certain death to ambition as cocaine is to morality.” The following is a discussion around balancing the unique needs of all heirs, and taking measures to prepare them for an inheritance.

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Stephen Trefts, President

“Wealth never creates wisdom. Wisdom may create wealth. If you pass wisdom to your children, you probably can pass wealth to them. If they have enough wisdom, then they may not need your wealth.” In this newsletter, we pose 4 questions to help in the process of passing down your wisdom along with your wealth

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Stephen Trefts, President

By creating a permanent presence in Boise, we have increased our ability to provide the unique services of an independent, non-bank, chartered Trust Company to residents all across Idaho.

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