Newsletter

How Do Trustees Make Decisions? - So Why Can't I Have That Car? It's My Money. - Spring 2010

"Many times a week we are faced with requests for funds for a variety of purposes which include things like education, medical needs, travel, home repairs, allowances, attorney fees, and even funds to post bail.  So, how do we make decisions on who gets what?"  Read more...

Newsletter archives

           Fall 2009
                'Seven Ways to Start a Family Feud'

           Spring 2009
                'Making Wise Financial Decisions in Turbulent Economic Times'
                'Probate and Estate Settlement - Not for the Faint of Heart'                

           Fall 2008
                'Guardianships - the state's protection for the unprotected'                   

           Spring 2008
                'Building an endowment through planned giving - Rethinking the "bird in the hand"
                 mentality' 
                'Are you up to the task?'

           Fall 2007
                'Conflict resolution'
                'What about my house? - Personal residences in trust'

           Spring 2007
                 'A window to our company'
                 'Staying in charge - The flexibility of a revocable living trust'

           Fall 2006
                 'Trust payout decisions:  Be careful what you say'
                 'Signs of financial exploitation' 

           Spring 2006
                 'A year of rewards and challenges'
                 'The IRA stretch'  

           Fall 2005
                 'Avoiding common pitfalls'
                 'Above and beyond'

           Spring 2005
                'Celebrating 15 years - Reflections on growing up'
                'New trust highlights'

           Fall 2004
                'Trusts to benefit children'
                'Success story honors mother's memory - Educational trust links future and past'

           Spring 2004
                'Reflections'
                'The best of both worlds - New law gives trustee power to adjust between principal and
                 income'

            Fall 2003
                   'Caring for the caregiver'
                   'Housing decisions for senior adults'

           Spring 2003
                   'A year of mixed blessings'
                   'Agency agreements - Help when you are in over your head'

            Fall 2002
                    'A word about trustee fees - Reducing fees - Part II'
                    'Getting a good night's sleep - How a trust takes the worry out of retirement years'

            Spring 2002
                     'A word about trustee fees - How they are assessed - Part I'
                     'Charity begins at home - Using a charitable trust to meet your family needs - Part II'


The Newsletter

Two times a year, our firm sends out newsletters to our clients and professional advisors.  The purpose of these publications is twofold.  First, it is to provide information regarding trust administration, recent legal developments, and helpful ideas regarding estate management.  Secondly, we strive to communicate the growth and development of our firm.  If you are interested in receiving a newsletter, please call our office at 509-466-3024.

 

                                                           
 
“Thank you for the opportunity to share with you, your clients and your prospective clients, my views of what a great service that you provide and offer in the marketplace for trust services and administration. …
 
Northwest Trustee & Management Services covers areas where competent, professional and expertise in trust administrative is necessary.
 
Not only are you available to provide those services in administration, but your company has always been generous in your time in lending advice and support to find solutions in difficult, administrative problems in estates and trusts. …
 
I have in the past, presently, and will in the future, always feel comfortable in recommending you and your company to provide services for my clients.”
 
-William E. Davis
Attorney at Law
Leavy Schultz Davis & Fearing, P.S.
Kennewick, WA
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