Oct 21, 20243 min read
What Are Trustee Services and Why Might I Need Them?
This blog explores the concept of trustee services, explaining what they are and why they may be essential for individuals managing their...
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Oct 21, 20246 min read
Choosing a Legal Guardian: Tips for Peace of Mind
Selecting a legal guardian for your children or dependents is one of the most important decisions you'll ever make. This process can be...
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Sep 11, 20243 min read
How Long Does Trust Administration Typically Take?
Curious about how long trust administration usually lasts? Dive into the factors, steps, delays, and strategies to have a clear idea of...
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Sep 11, 20243 min read
What Are the Roles and Responsibilities Under Guardianship Law?
Understanding Guardianship Law Guardianship law establishes the legal relationship where one person, the guardian, has the authority to...
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Aug 15, 20244 min read
Understanding Estate Liquidation and Its Importance in Trust Administration
What is Estate Liquidation? Estate liquidation is the process of converting assets into cash or transferring them to beneficiaries. It...
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Jul 23, 20244 min read
Why Every High-Net-Worth Individual Should Consider a Trust Protector
Understanding Trust Protectors Trust protectors are individuals appointed to watch over a trust. They ensure that the terms of the trust...
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Jul 23, 20243 min read
Understanding Trust Administration Fees: How Much Should You Expect to Pay?
Imagine embarking on the path of trust administration and finding yourself engulfed in a maze of potential fees. Navigating the world of...
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Jul 17, 20244 min read
Key Considerations in Choosing a Guardianship Law Professional for Your Estate Needs
Embarking on the journey of estate planning can be a daunting task, especially when it involves matters as crucial as guardianship law....
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Jun 24, 20243 min read
How to Prepare for a Smooth Transition to Your Successor Trustee
Embarking on the journey of preparing for your successor trustee is like laying down a solid roadmap that ensures a seamless transition...
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Jun 12, 20243 min read
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...
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Jun 3, 20244 min read
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...
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May 22, 20244 min read
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...
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May 17, 20244 min read
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...
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May 16, 20244 min read
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,...
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May 1, 20244 min read
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...
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Apr 25, 20243 min read
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...
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Apr 15, 20244 min read
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...
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Mar 27, 20243 min read
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...
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Mar 21, 20244 min read
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....
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Mar 7, 20243 min read
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...
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Feb 29, 20241 min read
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...
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