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 […]
Treasury Risk Management Strategies For Your Business
July 21, 2023
Nothing is more important to the success of a business than proper financial management. Indeed, how a company manages its […]
June 2023 Market Commentary
July 13, 2023
Drive down a road on a hot summer day and you will invariably see a mirage. And no matter your […]
Week in Review: July,7, 2023
July 10, 2023
Recap & Commentary Markets ended the holiday-shortened week down as investors had a flurry of economic data and the release […]