The pitfalls of naming a family member or friend as Trustee or Personal Representative are highlighted in this article. We hope these stories assist you in selecting the best fiduciary for your plans.

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Greg Bowman, CEO

Let us help you with the tsunami of new trusts created by the end of this year.

Cam McGilivray, Trust Officer

Entering a fiduciary relationship carries serious responsibilities. In Washington, trustees are guided by both the terms of the trust document and by statutes pertaining to trusts. This article outlines what can happen if there is a breach of fiduciary duty, as well a highlight some of the laws.

Stephen Trefts, President

Financial exploitation is often financially and emotionally devastating to the exploited individual. The following true stories illustrate the complexity of the problem, and highlight some ways to prevent it from happening in the first place.

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.

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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.