The Boomerang Charitable Gift: Creative Estate Planning for Family & Community
May 9, 2015
Many families have a strong desire to give back to the communities that fostered their success, but feel conflicted because they also want to leave an inheritance to their loved ones. What many people don’t realize is that there are tools that can help you fuel your philanthropic goals for many years while also providing a sizeable, nearly tax-free gift to your family.
In a recent article for The Denver Foundation’s Give Magazine, our Senior Trust Officer, William Schmidt, discusses the Charitable Lead Annuity Trust, a trust made famous by Jackie Kennedy Onassis, and the creative roll it can play in furthering your philanthropic and family legacy.
Read the full article in The Denver Foundation’s online magazine.
Insights
Week in Review: April 10, 2026
Recap & Commentary Markets enjoyed their second consecutive week of gains following an announced ceasefire between the US and Iran […]
Learn more
Week in Review: April 3, 2026
Recap & Commentary Markets rebounded during the holiday‑shortened week as easing treasury yields and hopes for a diplomatic off‑ramp in […]
Learn more
Week in Review: March 27, 2026
Recap & Commentary Markets ended the week lower as the fighting in the Middle East continued unabated. Early in the […]
Learn more
Income Smoothing Strategies for High-Net-Worth Retirees
For many affluent individuals, retirement marks a meaningful transition. After decades of building wealth through careers, businesses, and disciplined investing, […]
Learn more
First Western Trust’s Retirement Services Team Named One Of The Nation’s Top Defined Contribution (DC) Advisor Teams By the National Association of Plan Advisors (NAPA) in 2026
DENVER, CO –First Western Financial, Inc. (NASDAQ: MYFW), a financial services holding company headquartered in Denver, Colorado, is proud to […]
Learn more
Ready to learn more?
Let’s have a conversation.
Embark on a banking experience tailored to your distinct path, focused on achieving personal and business financial prosperity.