First Western’s Senior Trust Officer, Bill Schmidt, provides insight on the use and abuse of powers of attorney, living wills, and other legal documents, which affect your medical and financial decisions during your lifetime and at your death.

Director of Retirement Services, Paula Hendrickson, CFP®, and Harold Pine, senior vice president and portfolio manager of First Western Trust, provide insight into economic trends from the first quarter and discuss the current trajectory of the markets.    

Family businesses employ 60 percent of the U.S labor force. The problem is, family businesses don’t usually survive past the third generation of owners.  First Western Senior Trust Officer Bill Schmidt outlines sound strategies for succession planning within a small business: Read More

Dave Cerullo, Wealth Advisor, CPA, CFP and Bill Lyne, J.D., host a webinar on year-end planning strategies.

While trusts are established for a variety of reasons and take many different forms, the careful consideration of who should serve as the trustee remains a priority for the grantor of a trust and their advisor. The question of whether or not to engage a corporate trustee or an individual trustee is at the forefront… Read More

First Western’s Chief Investment Office, Warren Olsen, hosts a conference call on the current state of the market – July 12, 2011