Ethos Pointe Bend
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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Ethos Pointe Bend
Oct 216 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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Ethos Pointe Bend
Sep 113 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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Ethos Pointe Bend
Sep 113 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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Ethos Pointe Bend
Aug 154 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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Ethos Pointe Bend
Jul 234 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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Ethos Pointe Bend
Jul 233 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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Ethos Pointe Bend
Jul 174 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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Ethos Pointe Bend
Jun 243 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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Ethos Pointe Bend
Jun 123 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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Ethos Pointe Bend
Jun 34 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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Ethos Pointe Bend
May 224 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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Ethos Pointe Bend
May 174 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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Ethos Pointe Bend
May 164 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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Ethos Pointe Bend
May 14 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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Ethos Pointe Bend
Apr 253 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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Ethos Pointe Bend
Apr 154 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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Ethos Pointe Bend
Mar 273 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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Scott Mortenson
Mar 214 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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Scott Mortenson
Mar 73 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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