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2012 Year End Tax Strategies

November 8, 2012

First Western Trust cannot provide tax advice. Please consult your tax advisor for guidance on how the information contained within may apply to your specific situation.

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Tax Planning Strategies

October 5, 2012

Although income tax planning is difficult during this time of uncertainty, taxpayers find themselves enjoying relatively favorable tax rates and […]

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Preparing for 2013 Tax Increases

October 5, 2012

Unless legislative action occurs before December 31, 2012, the conclusion of this year will mark an end to what has been […]

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Navigating Retirement

September 10, 2012

The lack of a realistic retirement plan can jeopardize your lifestyle and your legacy. By establishing a vision for your […]

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Focus on Phishing

September 10, 2012

Phishing is an illegal attempt via phone, mail or internet to gain the personal information of a company or individual. […]

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Why Wyoming Makes Sense

August 1, 2012

With the upcoming tax law changes likely to go into effect, now is the time to establish a Wyoming trust. The addition of our experienced teams in Jackson Hole and Laramie, Wyoming, enhances our expertise and ability to assist you in capitalizing on the state's progressive and advantageous laws.

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Succession Planning for the Family Business

August 1, 2012

There is a striking disconnect in family business succession planning between intentions and reality, and there are numerous statistics that underscore it.

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Messes, Mediocrity, Mystery and Mistakes

July 1, 2012

On Tuesday, June 5, 2012 First Western’s Chief Investment Officer, Warren Olsen, held a conference call with clients to discuss the current state of the financial markets.

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A Connected View

June 1, 2012

Protecting your assets from “creditors and predators” is an important and often overlooked wealth preservation strategy. Understanding the potential threats that exist and following up with applicable action plan will better help you to preserve and protect your legacy.

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ConnectView Applied

May 1, 2012

Having your new young adult execute a few simple legal documents on or shortly after their eighteenth birthday helps prepare the family for unexpected life-threatening situations. It also provides an opportunity to instill the importance of estate planning throughout their adult life.