Greg Bowman, CEO

Proposed federal tax changes — it’s not too late to reassess your estate planning.

Sandy Calbreath, Trust Officer

Charitable trusts are a great way to provide for your family and also leave something for the community. The story of Maurice shows how this benefits everyone.

Sandy Calbreath, Trust Officer

Losing control over your life or finances can make anyone feel anxious. Revocable living trusts are a great way plan for the future, and still remain in control of your finances for as long as you are able. This story of Lowell and Geraldine highlights these benefits.

Sandy Calbreath, Trust Officer

IRA’s often form a significant part of most estate plans. Using a Charitable Remainder Trust can be used to reduce taxes, ensure professionally managed assets during the lifetime of the beneficiary, and ultimately benefit a deserving charity.

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.

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.

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.