What is Probate and Should It Be Avoided
September 20, 2023
Probate is the court procedure used to settle a deceased person’s estate and ultimately distribute any remaining assets to his […]
September 2023 Market Commentary
September 18, 2023
Markets, as measured by the S&P 500, enjoyed a strong start to summer, gaining a cumulative 10% in June and […]
Considerations for Passing Down the Family Business
September 14, 2023
As a business owner, there comes a time when it is necessary to pass the reins to the next generation. […]
Creating an Effective Charitable Giving Plan
September 2, 2023
High-net-worth donors have access to various methods of intentional giving, including funding a charitable organization they believe in. By going […]
Planning with Prenuptial Agreements
August 22, 2023
A prenuptial agreement (also referred to as a “prenup” or marital agreement) is a good planning step to consider before […]
July 2023 Market Commentary
August 17, 2023
The saying “Hope springs eternal” traces its roots back nearly 300 hundred years to “An Essay on Man: Epistle I” […]
How to Build Financial Resilience For Your Business
August 11, 2023
In an economic climate like today, resilient treasury management is more important than ever to businesses. Adhering to treasury management […]
The Difference between Private Banking and Retail Banking
August 1, 2023
You already know that everyone needs a bank. After all, we all need a place to store our money, access […]
Tax Scams
July 27, 2023
Every year, people lose both money and personal information to tax scams. At First Western Trust, we encourage clients to […]
What is a Spousal Lifetime Access Trust (SLAT)?
July 25, 2023
Many people are looking for ways to utilize the current estate tax exemption amount (currently set at $12.91 million per […]