Trusts and Estates
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 […]
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, […]
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 […]
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 […]
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 […]
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.
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 […]
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 […]