Posts by Northwest Trustee
Welcome Capstone!
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.
Read MoreYear-End Estate Planning Crunch — We Can Help!
Greg Bowman, CEO
Let us help you look good with your clients by helping you guide them through the 2021 estate planning efforts.
Read MoreDeja Vu: Return of the 2012 tsunami
Greg Bowman, CEO
Let us help you with the tsunami of new trusts created by the end of this year.
Read MoreThe Bering Sea, the cure for Alzheimers and Directed Trusts
Greg Bowman, CEO
This article highlights how the increased use of “directed trusts” in the Northwest has provided increased control and flexibility for families while still accomplishing their tax and estate planning goals.
Read MoreCelebrating 30 years
Our business has transformed into a leading independent trust company that spans across Washington, Oregon, Idaho and Alaska.
Read MorePerspectives on Inheritance – Part 3 of 3
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.
Read MorePerspectives on Inheritance – Part 2 of 3
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.
Read MorePerspectives on Inheritance – Part 1 of 3
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
Read MoreIdaho, we have arrived
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.
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.
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