Posts by Northwest Trustee
6 Ways to Start a Family Feud
Stephen Trefts, President
After many years in the trust and estate management business, we have found that there are several common estate planning errors that will inevitably start a family war when it comes time to implement that plan.
Read MoreBuilding an Endowment through Planned Giving
Stephen Trefts, President
Planned giving programs are an extremely effective way to help the charitable organizations you are passionate about. Over the years, it has brought me great satisfaction to witness firsthand the generosity of our clients support their charitable causes well beyond their lifetime.
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 MoreWelcome 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 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 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 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 MoreCelebrating 30 years
Our business has transformed into a leading independent trust company that spans across Washington, Oregon, Idaho and Alaska.
Read More