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Executor Services vs. DIY: What Bend Residents Need to Know
Understanding Executor Services Executor services are when you hire a professional personal representative to manage the distribution of...
Ethos Pointe Bend
Jun 12, 20243 min read
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Why Every Trust Needs a Trust Protector for Long-Term Security
Understanding the Role of a Trust Protector A trust protector is an independent agent appointed to oversee and safeguard the interests of...
Ethos Pointe Bend
Jun 3, 20244 min read
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The Benefits of Having a Trust Protector in Your Estate Plan
Importance of Estate Planning Estate planning is crucial for securing your assets and ensuring your wishes are carried out after you're...
Ethos Pointe Bend
May 22, 20244 min read
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How to Choose the Right Team for Your Estate Administration Needs
Understanding Estate Administration Estate administration involves handling a deceased person's estate. This process includes managing...
Ethos Pointe Bend
May 17, 20244 min read
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Best Practices for Fiduciary Accounting: Tips for Trustees
Understanding Fiduciary Accounting Fiduciary accounting is about managing money and assets in a trustworthy way. When you are a trustee,...
Ethos Pointe Bend
May 17, 20244 min read
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Essential Steps to Protect Your Probate Assets in Bend, OR
Understanding probate assets Probate assets are the assets that go through the probate process after someone passes away. This includes...
Ethos Pointe Bend
May 1, 20244 min read
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Understanding the Role of Professional Fiduciaries in the Management of Probate Assets in Central Oregon
Probate assets definition In legal terms, probate assets are assets that get transferred through a will or the intestacy laws when...
Ethos Pointe Bend
Apr 25, 20243 min read
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How to Handle Probate Assets When You're the Executor: A Practical Approach
Understanding probate assets and the role of an executor Probate assets are any assets that need a court process after someone passes...
Ethos Pointe Bend
Apr 15, 20244 min read
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The Top 5 Mistakes to Avoid When Managing Probate Assets
Understanding probate assets Probate assets are the things you own that will go through the probate process when you pass away. This...
Ethos Pointe Bend
Mar 27, 20243 min read
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How to Choose the Right Successor Trustee for Your Trust
Understanding the role of a successor trustee A successor trustee is someone you appoint to manage your trust if you are unable to do so....
Scott Mortenson
Mar 21, 20244 min read
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The AI Revolution: How Artificial Intelligence is on the Brink of Transforming Estate Planning
The world of estate planning is undergoing a significant transformation, driven by the emergence of Artificial Intelligence (AI). These...
Scott Mortenson
Mar 7, 20243 min read
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Unlocking Financial Peace: The Ethos Pointe Approach to Fiduciary Services
In the intricate landscape of personal finance, finding true peace of mind is a journey that often requires expert guidance. At Ethos...
nora292
Feb 29, 20241 min read
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