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2020 Financial Markets Update

Trusts and Estates

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Important Differences Between a Will and a Trust

May 9, 2021

Determining what happens to your assets after your death is one of the fundamental aspects of responsible estate planning. Various […]

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What Can a Custom Private Banking Solution Offer You?

January 28, 2021

You’re likely already aware that a private banking relationship offers you better financial management services than a standard retail bank, […]

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What You Need to Know About Estate Taxes

October 27, 2020

Planning for what will happen to your wealth after you die is an important part of any financial plan, and […]

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Write It Down: The Importance of Documenting Wishes

October 11, 2020

Everyone knows the importance of estate planning in order to make sure that your family, business, and philanthropic priorities are […]

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Wyoming Asset Protection Trusts

December 4, 2015

In our webinar, Director of Wealth Planning, Melissa Montgomery-Fitzsimmons, shares her insights into zero-tax state asset protection trusts and discusses how these sorts […]

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How to Avoid Probate: Alternatives to the Revocable Living Trust

June 20, 2012

First Western’s Senior Trust Officer, Bill Schmidt, discusses strategies to avoid the financially taxing and time-consuming probate process.  

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The Revocable Living Trust: What is it and do I need one?

May 24, 2012

First Western’s Senior Trust Officer, Bill Schmidt, discusses the Revocable Living Trust and how it can help you and your […]

2020 Financial Markets Update

If you die tomorrow, is your family prepared?

April 25, 2012

First Western’s Senior Trust Officer, Bill Schmidt, provides insight on the use and abuse of powers of attorney, living wills, and […]