Reference Library

Heritage Bank offers the highest level of resources in Wealth Management and Estate Planning. Our reference library is maintained with a selection of articles addressing specific topics to assist in all phases of the planning process.

For an easy to understand Backgrounder provided by the American Bankers Association, read How Does My Bank Trust Department Protect My Managed Assets?

The reference articles listed below are provided for your convenience. If you would like information on another topic not included here, please let us know and we will be happy to accommodate your request. Contact Trust Services at (800) 455-6126 or TrustServices@HeritageBankNW.com.

Current Articles

• Ultra-low interest rates
• Losing momentum
• Suddenly wealthy 
• Estate planning for blended families
• How well do you know your bonds?
• IRAs and bankruptcy
• Living trusts and financial privacy
• Long-term care insurance options
• Question and answers: Living trusts
• Questions to ask a prospective financial advisor
• Retirement "facts" that may be fiction
• Rollover rules
• Strategic asset management with a revocable living trust
• Talking to teens about tough times
• The elderly inflation rate
• The language of wills
• When a child has special needs
• When do you need a living trust?