WE Trust continually evolves to better support our clients, colleagues, and community. One way we do this is by sharing meaningful and relevant content that informs and inspires you to make thoughtful decisions about your estate and your family’s future.
What is Family Office? When people hear the term “family office,” they often picture the Rockefellers, Morgans, or today’s billionaires like Jeff Bezos or Bill Gates – families with vast
At WE Trust Company in Seattle, we see undue influence and financial exploitation far too often. Both are serious threats to vulnerable adults, especially seniors, but they are not the
Recently, the Seattle Times reported on a large settlement involving families in Monroe, WA affected by chemical exposure. These types of cases often result in funds being placed into settlement
In a move aimed at addressing Washington State’s significant budget shortfall, the legislature recently passed a law that raises estate taxes—making them the highest in the country. The old adage
At WE Trust, we are often appointed as Personal Representatives in wills. In this role, we carefully review estate planning documents and responsibly carry out the decedent’s final wishes. However,
The great American generational wealth transfer is underway, requiring more thought, planning, and strategy than ever before. According to Forbes, “Baby Boomers born between 1946 and 1964 are the wealthiest
When I used to think of trusts, I immediately thought of storied American families such as the Rockefellers, Vanderbilts, Morgans, Du Ponts, or Hearsts. But after working in the fiduciary
The phone rang at WE Trust on a Thursday afternoon around 3 PM. On the other end was an attorney, finalizing estate planning documents with her hospitalized client. The prognosis
Many people ask, “What is WE Trust Company, and what do you do?” Our stated company vision “Peace of Mind, Delivered,” is meaningful yet broad. While peace of mind means