Posts by Northwest Trustee
Creating Solid Investment Plans
Stephen Trefts, President
In the face of economic storms, how does a trustee make wise investment decisions? There are several steps we take to create a trust lifeboat in the sea of these turbulent financial times.
Read MoreCommon Pitfalls for a Trustee
Stephen Trefts, President
Occasionally a trustee is replaced because of malfeasance. More commonly, the trustee is simply unable to fulfill his or her duties due to a lack of knowledge or skills, too little time, or because of interpersonal conflicts.
Read More5 Easy Ways to Destroy an Estate Plan
Sandy Calbreath, Trust Officer
When it comes to estate planning, the best laid-plans can derail because of simple oversights over time, or errors in judgement. Here are some ways to help this not happen to you.