Sandy Calbreath, Trust Officer

The task of taking an estate through probate and estate settlement is often more than you might expect.

Greg Bowman, Vice President, Finance & Business Development

A directed trust allows a person creating a trust to direct specific duties of the trust to a third party, rather than conferring all authority and duties to a trustee. Before Washington allowed for this, you would have to go to a trust company in another state to receive this service, such as Delaware or South Dakota. Now you can have the benefit of a local trust management company who can provide with these services.

Lavonda Ataid, Trust Officer

Guardianship laws create solid accountability to the court and the incapacitated person. They set a high bar for both professional and non-professional guardians that will ultimately benefit the most vulnerable persons who are depending on us for their care and financial well-being.

Stephen Trefts, President

When our hardworking and resourceful trust beneficiary lost everything in the Carlton Complex Fires, we were able to partner with her as she rebuilt her life.

Stephen Trefts, President

Conflicts are a fact of life, but unresolved conflicts can tear families apart. Our role as trustee is to resolve the disputes fairly and administer the trust impartially. This article highlights how estate planning decisions can cause conflicts, and how we go about resolving them.

Sandy Calbreath, Trust Officer

Managing a trust is complicated. Considering the following real-life trust situation where we stepped in to manage a trust that was in disarray.

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

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.

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.

Sandy Calbreath, Trust Officer

Many of our trusts include the residence of the beneficiary. The following summary explains how we manage property within our trusts.