Posts by Northwest Trustee
Help When You are in Over Your Head – Agency Agreements
Sandy Calbreath, Trust Officer
Agreeing to serve as trustee or attorney-in-fact under a Power of Attorney seems like reasonable task when your friend or family member is not incapacitated. However, the task can easily become a burden when it comes time to make difficult decisions or enter into complicated family dynamics. An Agency Agreements allows you to remain in control, and at the same time have help with the administrative tasks involved.
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.
Read MoreCreating 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.