Newsletter
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.
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 […]
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 […]
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 […]
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. […]
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.
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.
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.
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.
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.