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 […]