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2020 Financial Markets Update

Trusts and Estates

What is Probate and Should It Be Avoided

September 20, 2023

Probate is the court procedure used to settle a deceased person’s estate and ultimately distribute any remaining assets to his […]

Planning with Prenuptial Agreements

August 22, 2023

A prenuptial agreement (also referred to as a “prenup” or marital agreement) is a good planning step to consider before […]

What is a Spousal Lifetime Access Trust (SLAT)?

July 25, 2023

Many people are looking for ways to utilize the current estate tax exemption amount (currently set at $12.91 million per […]

What to look for when updating your estate plan

What to Look for When Updating Your Estate Plan

June 26, 2023

When is the last time you reviewed your estate planning documents? If it’s been more than a couple of years […]

An older couple discusses their plans with a corporate trustee.

The Benefits of Naming a Corporate Trustee

May 14, 2023

If you have a trust in place (or have contemplated putting one in place), chances are you’ve thought about who […]

Toy house on table next to person using calculator

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 […]

Family looking over documents

The GST Tax on Non-Exempt Trusts: What Your Family Needs to Know

April 21, 2020

If you’ve put any thought into estate planning, you’ve no doubt run into the acronym GST. It stands for “generation-skipping […]

Wyoming road sign

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 […]

2020 Financial Markets Update

The New Tax Frontier

January 31, 2013

First Western’s Senior Trust Officer, Bill Schmidt, and Assistant Director of Wealth Planning, David Cerullo, offer their insight into the recent tax law […]

loose change wrapped in a bow

Lifetime Gift Tax

November 19, 2012

On December 31st, 2012, the lifetime gift tax exemption is set to expire. Upon expiration, the gifting amount will decrease […]